Another Mega Streaming Merger? & The Big Business of Elf on a Shelf
Dec 22, 2023
26:37
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The podcast discusses a potential mega merger between Warner Bros. Discovery and Paramount, along with the challenges of a $61 billion debt load and regulatory obstacles. They also explore the possibility of streaming services merging and the importance of a seamless user experience. The performance of Pfizer and Johnson & Johnson is compared, focusing on their COVID vaccines. The economics and trade unions behind the Christmas tree industry are also discussed.
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Quick takeaways
Warner Bros. Discovery and Paramount are considering a potential mega merger to rival Netflix, but a $61 billion debt and regulatory hurdles may hinder the deal.
The business behind Elf on the Shelf has become a viral sensation during the holidays, while the Poinsettia industry faced challenges before finding success through patenting and marketing innovation.
Deep dives
Potential merger between Warner Bros. Discovery and Paramount
Insiders are discussing a potential merger between Warner Bros. Discovery and Paramount to compete with Netflix's streaming dominance. However, the $61 billion debt and potential regulatory concerns pose challenges.
Stock of the year: Affirm; Dog of the year: Pfizer
Affirm, the Buy Now Pay Later company, has had a stellar year, with a 420% increase in stock value and big partnerships. On the other hand, Pfizer struggled with the failure of its weight loss drug and the post-vaccine revenue dip, resulting in a 45% decrease in stock value.
The business of Christmas trees, Elf on the Shelf, and poinsettias
The Christmas tree industry is facing challenges with the rise of artificial trees and changes in the market. Elf on the Shelf has become a viral sensation, bringing joy to parents and kids during the holiday season. Poinsettias, originally from Mexico, had a fascinating journey as a business, facing difficulties before finding success through patenting and marketing innovation.
Episode 219: Kyle and Toby discuss the meeting that started the talks for a potential mega merger between Warner Bros. Discovery with Paramount Global. Plus, The guys share their stocks and dogs of the year and break down the economics of your Christmas tree. Finally, what is the business behind Elf on the Shelf and the history of the Poinsettia.