@garyHeff

individually investing

 MA
garyheff.substack.com
Joined November 2019
  • Tweets5.5K
  • Following963
  • Followers2.4K
1KMedia
Gary retweeted
Gary@garyHeffOct 22
I believe it’s the only linear network that Skydance could sell that de-leveraged the company As far as I can tell it’s non core to the company’s strategy (they won’t agree) And this: xitter.cf/elonmusk/status/211293…
Elon Musk
@elonmuskOct 21
Some fools still think the legacy news is real. Amazing.
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Gary retweeted
Gary@garyHeffOct 22
The $8-10B figure mentioned by Malone is what CNN would fetch
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$NFLX should use its lofty market cap to buy/merge with $CMCSA’s NBC Universal while it still can. Build the new “Disney” by buying a leading studio; a major broadcast network with football, Olympics and Premier League; and the second largest theme park operator.
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Replying to @garyHeff
This is massive for film production. Imagine you can generate any environment and move the camera within to get infinite coverage and with precise camera control.
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The stock market feels different right now because it is different. Winners keep winning, losers get pounded, earnings reactions are increasingly unpredictable and larger.   The tremendous growth in passive investing combined with the fact that HFT, retail, and short-duration capital dominate trading volumes has meaningfully changed "price discovery" in the short term.   This creates short-term risk and volatility, but it also creates some interesting opportunities for those who can identity value, assist with narrative and drive improvements.
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This. from @DKThomp
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NEW @semafor: Paramount executives have discussed an equity injection from @elonmusk, as the company looks to diversify its cap table and shore up its financial picture. $PSKY $WBD semafor.com/article/09/23/20…

Exclusive: Paramount weighs tapping Musk for equity investment

A cash injection from SpaceX billionaire Elon Musk could reduce investor Larry Ellison’s financial burden and bolster the deal’s investor base.

semafor.com
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As I first reported no channels sales as part of this settlement. Seems like big win for David Ellison.
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wsj.com/business/media/param…

Paramount Settles States’ Antitrust Suit, Clearing Way for Warner Megadeal

The settlement stops short of forcing Paramount CEO David Ellison to make significant structural changes, but includes penalties if it doesn’t make good on its promises. 

wsj.com
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it’s a tragedy that most podcasts turned into pr infomercials for the guest or their company. the whole thing is obviously transactional now. i.e. host gets access & also paid, guest gets distribution, & the audience gets the ad disguised as organic content.
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Gary retweeted
Gary@garyHeffSep 18
Replying to @eriqgardner
It’s from @jtoonkel at the WSJ and she used the magic phrase: “advanced talks” … I’d say it’s over $PSKY $WBD
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wsj.com/business/media/param…

Exclusive | Paramount in Advanced Settlement Talks With California’s Attorney General

California and 11 other states sued in July to block the $81 billion merger between Paramount and Warner Bros. Discovery.

wsj.com
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SCOOP w/@jbflint wsj.com/business/media/calif…

Exclusive | California Expected to Seek TV Channel Sales From Paramount-Warner

California Attorney General Rob Bonta also wants Paramount to commit to keeping its movie studio separate from Warner Bros.

wsj.com
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Gary retweeted
Gary@garyHeffAug 12
The Ellisons Should Sell a Studio to Elon $PSKY $WBD
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It takes about two years to close a big merger. Which means, if you want to try to get a big deal done under President Trump — it’s go time.
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Gary retweeted
Alex
@Alex_Intel_Jul 23
Ok I conceed Intel is entering some part of the memory business Some analyst brought up ZAM/XBM, and Lip-Bu said they have a rich history in the memory business LOL $INTC
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$PSKY $WBD | Paramount's $110 Bln Acquisition Of Warner Gets EU Conditional Nod
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Perhaps more important than the TRO is the time-table. Hearing on preliminary injunction motion will happen on August 3. That'll please Paramount. Suggests ruling can come before ticking fee starts.
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There it is. "The proposed merger, the largest in Hollywood history, would combine two of Hollywood’s five major film distributors and two of the five major basic cable channel owners, extinguishing competition between Paramount and Warner Bros., and inflicting substantial harm on movie theaters, basic cable distributors and, ultimately, audiences nationwide." $psky $wbd oag.ca.gov/news/press-releas…

Attorney General Bonta Files Lawsuit to Block $110 Billion Warner

LOS ANGELES — California Attorney General Rob Bonta today led a coalition of 12 attorneys general in filing a lawsuit challenging the $110 billion acquisition of Warner Bros. Discovery, Inc. (Warner

oag.ca.gov
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Gary retweeted
Alex
@Alex_Intel_Jul 3
Replying to @scottlincicome
The problem was customer commitments. Intel gave 10% and they got government to press customers. While the CEO delivered on his promises to turn around manufacturing yields which are now running ahead of schedule Simple trade, everybody wins
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