2025-12-08 12:34:42

Bank of America's Jessica Reif Ehrlich just dropped an interesting take on $WBD—calling their asset portfolio "unparalleled" in value. What caught my attention? Her point about Netflix finally being able to construct a genuine moat around their operations. In today's streaming wars, that kind of defensible positioning isn't just nice to have—it's survival. These assets could genuinely shift competitive dynamics.

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WenAirdrop

· 2025-12-11 10:17

Really? How long can this wall Netflix has built last... I’ve long lost faith in this streaming media pool.

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CryptoTherapist

· 2025-12-09 22:24

ngl, jessica's probably seeing something real here with the moat angle... but let me ask—how many times have we heard "defensible positioning" right before the market pivots? lmao

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PhantomHunter

· 2025-12-08 13:04

That's how the streaming market works: whoever controls the content ecosystem wins. Netflix is indeed playing it steady this time.

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LiquidityHunter

· 2025-12-08 12:57

Looking at this at 3 a.m.… Can WBD’s asset portfolio really form a moat? It depends on whether the liquidity is deep enough; otherwise, it’s just paper value. As for the arbitrage opportunity with Netflix, we’ll have to see the price differences between trading pairs to determine how much room there is.

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TheMemefather

· 2025-12-08 12:53

In the streaming game, once Netflix secures its moat, it's basically halfway to the finals.

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MEVictim