Why Viacom Shareholders Are Unhappy With Potential CBS Deal

The transcript discusses the potential merger between Viacom and CBS, focusing on the exchange ratio and its implications for shareholders. It highlights Viacom's underperformance since its split from CBS in 2006 and explores the potential benefits of a merger, such as cost savings and increased scale. The discussion also compares the combined entity's scale to that of Disney, considering the challenges and opportunities in attracting creative talent and enhancing content production.

What is the significance of Shari Redstone's desire for CBS and Viacom to be together?

What challenges does a combined CBS and Viacom face compared to Disney?