About this episode

Barry and Ernest discuss Netflix's withdrawal from the Warner Brothers Discovery bid and explore CCL Industries's capital allocation and M&A opportunities.

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- Intro 5:32- Netflix drops out of Warner bid 12:26- Netflix benefits from PSKY/WBD  18:15- How AI benefits Netflix 20:47- CCL Industries update 27:20- Greg Abel's letter 

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