THB #289: Years End 3 - What We Don't Know 2
Yesterday newsletter ended up leaning into the potential advertising market for streaming a bit harder than I expected. When we make plans, deity-of-your-choice laughs, right?
I was going to push “What We Don’t Know” aside for a day to get to my Top 10 movie and TV list for the year, but then I was reminded about another thing that people think they know… but we just don’t know…
Mergers & Acquisitions
Rarely do you read any of the Forecasts For The Industry in 2023 pieces without at least one, often 3 or 4 assumptions that Mergers & Acquisitions of significant size will happen.
One of my predictions last year was that there would not be any such significant mergers. And I am inclined to suggest the same for 2023. In some ways, even more strongly.
The question you rarely see an answer to is, “Why?”
Why would anyone want to acquire a company that isn’t succeeding at doing most of the same things that the acquirer is attempting and likely coming up sho…
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