Tweet by signulll
February 27, 2026
netflix has to be one of the best run companies on the planet. they’re incredibly disciplined in almost every single way, & likely the most thoughtful in execution. they pumped the price up & forced one of their rivals (paramount) to carry more debt for the acquisition while walking away with a $2.8B breakup fee from the takeover. & the likelihood of netflix acquiring paramount + warner bros in the future as a distressed asset is non zero. stock is up 10%.
- Author
- signulll
- Date
- February 27, 2026
- Canonical URL
- /tweets/signulll-2027179331554808023-92727c