并购失利后奈飞(NFLX.US)的“B计划”：顶级投资人建言“速叩索尼之门”

智通财经03-05

智通财经APP获悉，资管经理马里奥·加比利表示，流媒体巨头奈飞(NFLX.US)在华纳兄弟探索公司(WBD.US)的收购战中失利后，应考虑与索尼集团合伙，以在日益激烈的流媒体竞争中强化其 IP 战略。作为 Gamco Investors Inc. 的创始人、董事长兼首席执行官，加比利表示，奈飞全球化的分发能力可以通过接入索尼不断扩张的动漫组合而得到放大。“总有人赢，也总有人退出，”他说道，并补充称...

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万股华纳兄弟的股票。加比利还持有奈飞以及派拉蒙天舞(PSKY.US)的股份，后者是华纳兄弟竞购战的赢家。他表示，他正在建议客户重新评估媒体持仓，并为交易活动的增加做好准备。“这是一个极好的时机，”加比利采访中说道。他将目前的并购(M&A)描述为比去年更加活跃，这是由剥离业务、财务工程以及在融资条件改善背景下监管机构更可能批准交易的信念所驱动的。除媒体行业外，加比利还指出了“剃须刀片”业务——即需要例行购买的产品，例如针对美国老龄化车队的轮胎业务。在体育领域，他强调了球队特许经营资产和麦迪逊广场花园体育公司(Gamco 也是该公司的投资者)，理由是资产拆分或部分出售具有潜在价值。他表示，NFL 等联盟对私募股权入股的接受度日益提高，正在创造新的所有权结构。全球性赛事(如世界杯)也可能提升足球相关资产的价值，包括曼联足球俱乐部(其最大股东为英国亿万富翁吉姆·拉特克利夫)。随着全球对足球兴趣的增长，可能会促使进一步的变现。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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