In media news this morning, reports saying that Warner Brothers Discovery is asking bidders to submit new Sweden offers by Monday. So, a lot of bankers are going to be working overtime this Thanksgiving. Rich Greenfield, co-founder of Lightshed Partners, good morning to you. What do you think these bids look like? I know you've you've you've said before that you know you think that Comcast Brian Roberts who controls this company at least currently uh needs to do this deal but also it appears that Netflix ma ...

Core Viewpoint - Paramount Skydance is positioned as a leading contender to acquire Warner Bros. Discovery (WBD), with a focus on CNN as a key asset in the bidding process [1][2]. Group 1: Bidding Dynamics - The bidding for WBD commenced with Paramount Skydance, Comcast, and Netflix submitting offers, with WBD owning significant assets including the top Hollywood studio and HBO [1]. - Paramount Skydance's owners, Larry and David Ellison, are uniquely interested in acquiring CNN, viewing it as a profitable business worth preserving [2]. - The Ellisons' bid is expected to face less regulatory scrutiny compared to Comcast and Netflix, which may encounter extensive reviews due to their political affiliations and past actions [5][13]. Group 2: CNN's Strategic Importance - CNN is perceived as a valuable asset due to its global reach and profitability, generating approximately $500 million in annual profits [10]. - The Ellisons believe that integrating CNN with CBS's news infrastructure could enhance its profitability and facilitate a transition to digital platforms [10]. - There is speculation that if Paramount Skydance wins, Bari Weiss may oversee CNN's editorial direction, aiming to reduce perceived bias [4]. Group 3: Regulatory Challenges - Comcast and Netflix are anticipated to face significant regulatory hurdles, with Comcast's potential merger raising antitrust concerns due to its MSNBC channel [13][14]. - The regulatory process for Comcast could extend up to two years, which may deter the WBD board from pursuing their bid if it is deemed too lengthy [14]. - Netflix's political affiliations may also complicate its bid, as it combines its streaming service with WBD's assets [15]. Group 4: Valuation and Market Sentiment - WBD's CEO, David Zaslav, aims for a deal valued at $70 billion, or $30 per share, but skepticism exists regarding the likelihood of achieving this valuation given the nature of the bids [11]. - The potential for tax implications from selling parts of the company could further depress WBD's valuation [12]. - The Ellisons believe they can offer around $27 per share, significantly lower than Zaslav's target, due to the anticipated regulatory advantages [15].

Core Viewpoint - Paramount is the only bidder pursuing the entire Warner Discovery, which includes its cable channels [1] Group 1 - Paramount is actively seeking to acquire all assets of Warner Discovery [1]

Nov 20, 2025 12:59 PM Eastern Standard Time CONNECT WITH US: Facebook || Instagram || YouTube || TikTok || LinkedIn Contacts Kahn Swick & Foti, LLCLewis S. Kahn, Managing Partnerlewis.kahn@ksfcounsel.com855-768-18571100 Poydras St., Suite 960New Orleans, LA 70163 Paramount Group Investor Alert By The Former Attorney General Of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Paramount Group, Inc. - PGRE Share NEW YORK & NEW ORLEANS--(BUSINESS WIRE)--Former Att ...

Core Insights - BFGoodrich Tires has announced a product integration partnership with Paramount+ for the TV series Landman, which premiered its second season on November 16, 2025 [3][4] - The partnership aims to showcase the performance of BFGoodrich's All-Terrain T/A KO3 tire in the context of the rugged oil industry depicted in Landman [4][10] - The marketing campaign titled "Ready for Anything" features actor Jacob Lofland and emphasizes the tire's durability and performance in harsh terrains [7][11] Product Integration - The KO3 tire is highlighted in a marketing campaign that connects the tire's features with the themes of the Landman series, showcasing its suitability for both extreme conditions and everyday use [8][10] - The campaign includes a 90-second vignette featuring Lofland, which illustrates the character's connection to the Texas landscape and the oilfield culture [8][9] - The KO3 tire's predecessor, the KO2 tire, and the HD-Terrain KT tire are also featured on key vehicles in Season 2, which airs weekly from November 16, 2025, to January 18, 2026 [11] Series Overview - Landman, co-created by Taylor Sheridan, is set in the West Texas oil industry and explores themes of ambition and survival amidst the oil boom [4][13] - The series stars notable actors including Billy Bob Thornton and Demi Moore, and it delves into the challenges faced by characters in a high-stakes environment [12][14] - The narrative intertwines with the rugged aesthetic of BFGoodrich Tires, making the partnership a natural fit for both the brand and the show's storyline [10][11]

Core Insights - Solel Partners has fully liquidated its stake in Paramount Group, selling 4.2 million shares for approximately $25.6 million in Q3, indicating a strategic shift rather than a pessimistic outlook on the company [1][2][6] Company Overview - Paramount Group, Inc. is a large-scale office REIT focused on prime urban centers, particularly in New York City and San Francisco, with a portfolio that emphasizes Class A properties [5] - The company reported a total revenue of $723.3 million and a net income of -$97.4 million, with a market capitalization of $1.5 billion [4] Market Performance - As of the latest market close, shares of Paramount Group were priced at $6.55, reflecting a 30% increase over the past year, outperforming the S&P 500's nearly 15% gain during the same period [3] Investment Strategy - The exit by Solel Partners may suggest that Paramount no longer presents meaningful upside compared to other investment opportunities within its concentrated portfolio [6][9] - The timing of the sale is crucial; if it occurred before Rithm Capital's acquisition announcement at $6.60 per share, it may indicate concerns about the company's fundamentals [7] - If the sale happened post-announcement, it reflects a strategic decision to reallocate funds into higher-conviction holdings due to capped upside potential [8][9]

The U.S. stock market experienced a mixed trading session on Tuesday, November 11, 2025, as a robust rally from Monday gave way to a more cautious sentiment, particularly weighing on the technology sector. While the Dow Jones Industrial Average showed resilience, the tech-heavy Nasdaq Composite faced headwinds, and the S&P 500 remained largely flat. This divergence comes amidst ongoing optimism regarding a potential end to the prolonged U.S. government shutdown, which continues to be a dominant theme influe ...

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive focuses on sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

Core Insights - Paramount reported growth in its streaming division following its merger with David Ellison's Skydance Media [1] Group 1 - The first quarterly earnings report post-merger indicates a positive trend for Paramount's streaming services [1]

Core Insights - Paramount Skydance reported revenue that fell short of Wall Street estimates in its first quarterly results following the $8.4 billion merger [1] Company Performance - The combined company, Paramount Skydance, has released its first quarterly results since the merger, indicating challenges in meeting revenue expectations [1]