Video Recap 9.18.25 — Same Script, Different Cast ($WBD, $PSKY)
In this update, I offer initial thoughts on the proposed merger between Paramount Skydance ($PSKY) and Warner Bros. Discovery ($WBD). I explain how the deal reminds me of Disney's acquisition of 20th Century Fox and why past media mergers have often disappointed.
For the full update, please check out the long-form version of “Same Script, Different Cast”, and subscribe to Accrued Interest on Substack.
Stocks referenced: WBD 0.00%↑, PSKY 0.00%↑, NFLX 0.00%↑ , GOOGL 0.00%↑, DIS 0.00%↑, FOX 0.00%↑, META 0.00%↑
-Accrued Interest
Disclaimer: The information presented in this Substack is for educational purposes and should not be construed as investment advice. Investors should make their own decisions regarding the prospects of any company discussed here, as I am not a registered investment advisor.
You can always reach me at simeon@accruedint.com.
