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Evan Shapiro values Skydance at $29 billion amid ‘Ellison Risk’ debt pileup

Media War & Peace’s Evan Shapiro launches an interactive Media Map App and pegs the newly merged Paramount Skydance-Warner Bros. Discovery entity, which he calls “SKID,” at a $29 billion valuation despite deal prices near $88 billion to $111 billion.

Why it matters. Lenders and investors must now treat Oracle’s and Skydance’s credit as linked, since both carry debt tied to Larry Ellison’s wealth.

Signal from Media War & Peace · Evan Shapiro · read the original.

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