Luke Stillman

Managing Director at Madison & Wall and media analyst who provides commentary on Warner Bros., Paramount, TV distribution shifts, and industry valuations.

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Dec 31, 2025 • 23min

Warner Bros Plans to Reject Paramount Offer Next Week

In this discussion, media analyst Luke Stillman dives into Warner Bros. Discovery's competitive refusal of Paramount's revised offer amid Netflix's interest. He highlights the deepening crisis in pay-TV and collapsing valuations for cable networks. Cybersecurity expert Theresa Payton stresses the rising importance of cybersecurity threats as AI evolves and warns about quantum computing risks potentially compromising encryption. CFRA analyst Cathy Seifert discusses Berkshire Hathaway’s future under new leadership and the strategic allocation of its vast cash reserves.

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