Is Netflix the New Cable? Mega Deals, Paramount Drama & Why You Should Hold Long-Term

In this insightful Market Mondays clip, Rashad Bilal, Ian Dunlap, and Troy Millings break down Netflix’s strategy and the latest shake-ups in the streaming and media industries. The hosts debate whether Netflix can reclaim $100+ per share and if it’s still a top buy for long-term investors—even as seismic changes hit Paramount and major players like Larry Ellison double down on media investments. The conversation kicks off with Rashad Bilal sharing why Netflix’s push into live events, like big fight nights and sports, is building a new moat around its business—transforming them into this generation’s version of cable. Ian Dunlap reinforces the bullish outlook, reminding investors that while big year-over-year gains might slow, Netflix is still one of the best-run companies in media. The hosts urge viewers to get comfortable with longer holding periods, noting that industry giants are playing 20- to 30-year games while everyday investors sometimes focus way too much on 3- to 6-month swings. Troy Millings explores Netflix’s shift towards integrating into our daily routines—not just through binge-worthy series, but partnerships like the iHeartRadio deal, live sports, and an expanding podcast presence. He highlights the Diddy documentary’s viral numbers and what that means for Netflix’s future pipeline. The clip also dives into headline-grabbing moves by Larry Ellison, including the rumored $40 billion personal guarantee attached to mega-mergers with Paramount and Warner Brothers, plus the deepening relationship between Oracle and TikTok. Ian Dunlap explains the power and intent behind these deals—not just for building influence, but controlling media narratives and ensuring stability across their empire. Amid all the deal-making and power plays, this Market Mondays highlight ends on a crucial message: stay committed to your portfolio, play the long game, and don’t get spooked by short-term volatility. As the media industry consolidates and the fight for viewer engagement escalates, the best assets—including Netflix—are set for years of growth. *Topics covered:*

• Will Netflix surpass $100 again?
• How Netflix is building a modern cable moat
• Live sports, exclusive docs, and content strategy
• The game-changing Paramount, Warner Bros, and Oracle moves
• Larry Ellison’s $40B guarantee and its media power play
• The importance of long-term investing in tech and media

Don’t miss why Rashad Bilal, Ian Dunlap, and Troy Millings all agree: holding your Netflix shares could set you up for freedom—if you play it smart and patient. #MarketMondays #Netflix #StockMarket #Investing #StreamingWars #Paramount #LarryEllison #MediaDeals #TechStocks #FinancialFreedom

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Episode Transcript

Speaker 1 (00:00):
Earners. What's up.

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Speaker 3 (01:38):
So Netflix has been making a lot of news this
whole entire year, but uh, that was one of the questions.

Speaker 1 (01:44):
Is it going to pass over one hundred dollars any
time soon? Yes?

Speaker 3 (01:52):
I mean I think that's an easy target for them
to hit. But I think the fallowing of Netflix is
a canaria and the coal mine for what's to come.
But the reason why I keep telling people to double
down now because you see all the companies doing it. Troy,
you just brought up infrastructure and data centers. But even
for Paramount to come back and say, well, Larry Ellison

(02:15):
would personally guarantee you're okay. So when people ask what
to mote Netflix having that fight this weekend, and all
the investment that they're going to put into future content
to now become our generation's version of cable is then
building a mote in front of our face.

Speaker 1 (02:34):
Will they go back to one hundred Yes?

Speaker 3 (02:36):
Are we going to still see the thirty five percent
year of year games? Probably not because they eat out
fifteen to twenty percent games.

Speaker 1 (02:44):
Yes. Is Netflix to buy? Yes?

Speaker 3 (02:47):
They are the verb in the category and probably one
of the best run companies in the media space. Like
you look at what everything Netflix has done, Disney has
dropped the ball on what they should have done. Now
there's a lot of regulatory reasons and personal vendettas inside
of why, but what they get back to one hundred?

Speaker 1 (03:09):
Yes, hold for the long term. You got a community, fine.

Speaker 2 (03:13):
You gotta you got a whole Netflix. I mean Netflix
has come into an interesting time obviously the stock split
happens and then the potential merger. Here it's interesting because
this is their quarter, like this is the quarter where
you start to see what they're rolling now for their future. Obviously,
another fight more live sports with the NFL happening on Christmas.

(03:36):
Here Stranger Things is blowing out all of its expectations.
But inside of that, they got the Diddy documentary. I know,
we can say what we want, how we feel about it,
but you're talking about over three billion views for a
documentary that you didn't even expect to be on the docket.

Speaker 1 (03:52):
Yep.

Speaker 2 (03:53):
And so that tells you, all right, there's growth here.
People are really watching that, and people are subscribing at records,
and then you go into the iHeart deal and it's like, okay,
well that's significant because now they want to be a
part of your daily life. Right because when you watch Netflix,
you watch the show, you're done with it in the day. Well,
how can I become a part of your daily life

(04:14):
if I don't have sports every day?

Speaker 1 (04:16):
What are people doing every day?

Speaker 2 (04:18):
Well, a lot of people are listening to podcasts on
a daily basis, and if they have the video component,
you're probably watching that on a daily basis or at
some point during your week. So if I can be
part of your weekly schedule as opposed to, Hey, Stranger
Things is done, I watch it all or switch season
it's seasonal, I'm done with it. Remember when Narcos was

(04:38):
the thing we were, you know, we're done with that.
In a weekend, how can I become part of your
everyday ritual. If I can't do it in a lot
of sports, I'm gonna do it something that is also
entertaining you, which is podcasts, which is a huge business.
Obviously you know we're a part of that business. The
growth is there, the potential is there. This merger has
kind of curve balled it a little bit, but I

(04:59):
still like this long term.

Speaker 1 (05:00):
I'm in. I got a few positions in Netflix. Hold
for the long term, yo.

Speaker 3 (05:04):
But we've been screaming the same thing, like just hold,
be faithful to your portfolio so you can be free.

Speaker 1 (05:09):
Put it in chat.

Speaker 3 (05:11):
None of just three month bullshit, six months. Everything has
to be five years deep. Like everyone in tech is
playing twenty and thirty year games right now. Larry Ellison
is personally guaranteeing billions of dollars for the benefit of
his fucking son, and people are worried about a three
month on hold. I've been telling you this beginning hold
for five years. Stay inside because a lot of y'all

(05:32):
who popping it on the gram. You're hurting right now.
Derek just told you I can see who living through
the business. You got lifestyle businesses and then aggress what
they keep raising the prices on everything.

Speaker 1 (05:47):
Yeah, that lifestyle games.

Speaker 2 (05:49):
So Larry Elson thing is, I mean we've been talking
about him for a year now in terms of the
moves that he's making obviously from Stargate.

Speaker 1 (05:56):
Uh. And then with.

Speaker 2 (05:58):
TikTok TikTok, like all the news with the paramount potential
merger with Warner Brothers. You know, they got approved and
now they got fifty percent ownership and TikTok, which you
know I kind of said like if you look at
who's doing the cloud server for TikTok, it was Oracle
in twenty twenty, they got that deal, they were going
to be the leader to be an investment. But him saying, look,

(06:19):
I'm putting forty billion up guaranteed. It's interesting because two
weeks ago when the CFO of Netflix was on he
said that that was not part of the deal. Two
weeks later now they got a personal guarantee for forty billion,
which tell you how important to them having that network
is in terms of spreading the messages that they want,
have a control of the messages that they want, and

(06:40):
having media. So one thing that the ELSN group and
I say group because David is the son at the
head of Scott Dance. In Paramount, Larry's obviously the dad
in the head of Oracle. They don't have a media
arm the way that they want to, right, And I
told during that class, look, Paramount does not make money.
Scott Dance does make some money, but now enough to
have this merger. Where were they going to get the

(07:02):
back end? Dad said, look, I know I'm worth two
hundred and fifty. He's forty guaranteed. I put a full
cast deal, all cast deal.

Speaker 3 (07:12):
Because in the next election, if you can go back
into that White House and say well I can get
you thirty six more million viewers per month, datall secure
the financing that you need for the other ventures to go.

Speaker 1 (07:23):
Well, this is war games, that's all.

Speaker 3 (07:26):
Like the tone that you see, it's like it is
not time to play at all. Notice and the people
who sold off their companies in the last few years.

Speaker 1 (07:35):
The UFC selling was interesting.

Speaker 3 (07:38):
Then Dana ended up in the White House and on
the border meta Meta's involvement in the White House, Vince
McMahon walking away, but then they cut his legs from
underneath him and told every little secret.

Speaker 1 (07:49):
That was the first ditty doc to lower the evaluation. Please.

Speaker 3 (07:53):
I am begging you because you don't know when we're
going in the show, cause one day he's gonna pop up.
I'm like, it's been fun deploy capital into the best
assets on earth.

Speaker 2 (08:04):
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