Netflix Q4 2023 shareholder letter - https://s22.q4cdn.com/959853165/files/doc_financials/2023/q4/NEW-FINAL-Q4-23-Shareholder-Letter.pdf

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GM Sees Higher Profits Ahead as 2023’s Problems Recede - https://www.bloomberg.com/news/articles/2024-01-30/gm-beats-fourth-quarter-estimates-sees-higher-profit-in-2024

GM Q4 2023 earnings deck - https://investor.gm.com/static-files/c30280c2-e95f-4635-a5ce-0d7aa05e93d9

Paramount Global shares rise as major shareholder gets $125 million investment deal
 - https://www.reuters.com/business/media-telecom/paramount-global-shares-rise-major-shareholder-gets-125-mln-investment-deal-2023-05-26/

Byron Trott: The billionaires’ banker - https://fortune.com/2014/12/29/byron-trott-billionaires-banker/

India Steel Demand Set to Grow Up to 10%, Top Mill Says - https://www.bloomberg.com/news/articles/2024-01-30/india-steel-demand-set-to-grow-up-to-10-top-mill-says

Netflix Q4 2023 letter to shareholders - https://s22.q4cdn.com/959853165/files/doc_financials/2023/q4/NEW-FINAL-Q4-23-Shareholder-Letter.pdf

Netflix Q4 2023 earnings call transcript - https://s22.q4cdn.com/959853165/files/doc_financials/2023/q4/netflix-inc-q4-23-earnings-call-jan-23-2024.pdf

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Will Arnett, Jason Bateman, Sean Hayes Take Podcast to SiriusXM for $100 Million-Plus - https://www.bloomberg.com/news/articles/2024-01-29/-smartless-podcast-leaves-amazon-for-100-million-siriusxm-deal

Before-Merger Arbitrage - https://themikrokap.substack.com/p/before-merger-arbitrage

Cardlytics Announces Successful Resolution of SRS Dispute and Preliminary Fourth Quarter 2023 Results - https://ir.cardlytics.com/news-releases/news-release-details/cardlytics-announces-successful-resolution-srs-dispute-and

An Interview with Netflix co-CEO Greg Peters About Strategy and Execution - https://stratechery.com/2024/an-interview-with-netflix-co-ceo-greg-peters-about-strategy-and-execution/

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Tellurian Hires Lazard to Explore Sale of US Natural Gas Developer
 - https://www.bloomberg.com/news/articles/2024-01-25/tellurian-hires-lazard-to-explore-sale-of-us-lng-developer

Berkshire Bought More Liberty Sirius Tracking Stock. Behind the Big Bet That Seems Almost Too Easy. - https://www.barrons.com/articles/siriusxm-stock-price-berkshire-buffett-be85cc4b

Liberty Media and SiriusXM Announce Transaction to Simplify Ownership Structure of SiriusXM - https://www.libertymedia.com/investors/news-events/press-releases/detail/522/liberty-media-and-siriusxm-announce-transaction-to-simplify

Liberty Media and SiriusXM presentation - https://d1io3yog0oux5.cloudfront.net/_a5c497ee508e530aa753bf0aaa45acf1/libertymedia/db/1987/20051/pdf/SiriusXM+-+Announcement+vFF.pdf

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How do you view Tesla?

David Ellison’s Skydance Media explores acquiring all of Paramount Global, sources say - https://www.cnbc.com/2024/01/24/david-ellisons-skydance-media-explores-buying-paramount-global.html

Karim Temsamani: Balancing Business Success with Personal Fulfillment - https://youtu.be/K5p1GQNQ3Qo?si=GVkGtiLcP8YaUGlB

Netflix: A Valuation Discussion - https://impliedexpectations.substack.com/p/netflix-a-valuation-discussion

Tesla Q4 and full year 2023 Financial Results and Q&A Webcast - https://www.youtube.com/live/A_2Z-AEtdAg?si=2mrJYXe0Z_F18nuH

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Netflix Q4 2023 Earnings Review

Netflix Investor Relations - https://ir.netflix.net/ir-overview/profile/default.aspx

Netflix Investor Relations YouTube channel - https://www.youtube.com/netflixir

Netflix: A Valuation Discussion - https://impliedexpectations.substack.com/p/netflix-a-valuation-discussion

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Benjamin's CCI write up - https://turkshirehathaway.substack.com/p/coca-cola-icecek

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