Some investors are beginning to worry that the same industry pressures leading to Versant’s trading woes will plague the value of the Netflix bid.

Versant’s market debut is an important moment, because it should say something about the value of WBD’s reasonably similar networks business. Netflix has said that the so-called stub is worth around $3 to $4 a share. But rival WBD bidder Paramount thinks it’s worth just $1. If the latter, Paramount’s $30-per-share all-cash offer looks better.

Comcast (CMCSA) looks undervalued: margin expansion, Versant spinoff, and theme park/EBITDA growth plus a 4.42% dividend.

Bids for the rights to own all or some of Warner Bros. Discovery were delivered at noon Thursday – with deal insiders predicting a winning offer that will likely fall far short of the $30 a share that CEO David Zaslav said he wanted for the media ...

If you tried to watch a movie or a TV series recently on Netflix, particularly if you happen to have Comcast as your Internet provider, you might have had a few issues. Sure, they may have the entire final season of Breaking Bad, but it won’t do you much ...

If you own the highway as well as several of the vehicles that use it, is it fair to tax everyone except your drivers? That’s essentially what Comcast did when it decided to exempt its TV-based Xfinity “On Demand” service for the Xbox 360 from ...