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@ProfPaulNary Avatar @ProfPaulNary Paul Nary

Paul Nary posts on X about $wbd, wbd, $psky, future the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Social Influence

Social category influence stocks XX% finance XXXXX%

Social topic influence $wbd #29, wbd #66, $psky #47, future 16.67%, $nflx #171, acquisition 8.33%, matter 8.33%, $wmt 8.33%, investment 8.33%, $ths XXXX%

Top accounts mentioned or mentioned by @peteratwater @wharton @acquiredfm @alephblog

Top assets mentioned Warner Bros Discovery, Inc. (WBD) Paramount Skydance Corporation Class B Common Stock (PSKY) Netflix Inc (NFLX) Walmart, Inc. (WMT) Treehouse Foods, Inc. (THS)

Top Social Posts

Top posts by engagements in the last XX hours

"7/ And even though this is a hostile/unsolicited bid from $PSKY there is ultimately very little chance of success for them unless the board and management of $WBD deem this or future offer a superior acquisition proposal formalize the terms and advise the shareholders to accept it. In the meantime clearly there is no love lost between $PSKY and $WBD although $PSKY does offer some fair questions about the process and assumptions (see my comments in red below)"
X Link 2025-12-09T15:47Z 3113 followers, XX engagements

"8/ As far as bidding wars go so far so good for $WBD shareholders except that the markets and so many of the stakeholders are skeptical about any future form of this deal getting past merger review and closing. And ultimately the final price tag does not matter if the merger with whoever is the winner does not get approved. Originally $WBD claimed $NFLX has an easier path $PSKY claims they will get through the review faster and easier (and they do have government ties) yet. this is where the uncertainty is still pretty high to me although I'm certainly no antitrust lawyer so take it with a"
X Link 2025-12-09T15:47Z 3113 followers, XXX engagements

"@Peter_Atwater I dont quite get it either. But if anything $WMT toned down their tech ambitions since going on a major tech investment spree between 2012-2022. It worked well for them to build omnichannel capabilities but since then they curtailed investment and dialed back the techiness"
X Link 2025-12-09T13:05Z 3112 followers, XX engagements

"Another interesting deal moving forward as troubled TreeHouse Foods publicly confirming they're being acquired by a PE firm. I previously wrote about the long-term failure of $THS inorganic growth strategy that led to underperformance activist attention and this sale"
X Link 2025-11-10T14:09Z 3113 followers, XXX engagements

"1/ This 33yo academic paper on the history of Beatrice Foods over XXX years prior to a KKR LBO is one of the best corporate strategy/M&A case studies As I prep to use it in my @Wharton MBA class I am reminded that it has something for everyone ๐Ÿ‘‡(long)"
X Link 2025-12-03T17:46Z 3113 followers, 34.6K engagements

"Yes I wish we could take the politics out of the antitrust merger review process but that's not going to happen. Yet even politics aside it would be impossible to design something close to a simplified objective set of standards. There are simply too many factors too many views too many questions and stakeholders. With apologies to my economist friends there is no settled science here unless you take an extremely narrow and abstract view. The key question of market definition alone is a minefield and will likely continue to be debated for decades to come. In fact I recently attended a small"
X Link 2025-12-09T14:12Z 3113 followers, XXX engagements

"1/ $WBD deal is not done yet This is just like Super Bowl for me Given the recent hostile $PSKY bid following the deal with Netflix everything is in flux. That said none of this is truly extraordinary I've been talking to a lot of people about this so here are some notes๐Ÿ‘‡"
X Link 2025-12-09T15:47Z 3113 followers, XXX engagements

"After reading the latest accounts of Paramount Skydance bidding for $WBD all I can think about is this Succession scene"
X Link 2025-12-10T11:43Z 3113 followers, 1408 engagements

"Some expansion diversification and integration strategies work well others do not. What matters is the specific strategy behind the choice. While I get the high level change in $NFLX strategy I have not seen a specific well-articulated strategy in the context of $WBD deal"
X Link 2025-12-10T15:02Z 3113 followers, XXX engagements