EPISODE · Mar 10, 2026 · 29 MIN

Netflix's $2.8b Money Heist

from Long Term Investing - With Baskin Wealth Management · host Barry Schwartz

This week, Barry and Ernest discuss Netflix dropping out of the bid for Warner Brothers Discovery, and what's next for Netflix. They also break down CCL Industries's capital allocation and M&A opportunities.0:00- Intro5:32- Netflix drops out of Warner bid12:26- Netflix benefits from PSKY/WBD 18:15- How AI benefits Netflix20:47- CCL Industries update27:20- Greg Abel's letter 

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Netflix's $2.8b Money Heist

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