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Timing is everything, and doesn’t Steven Cahall know it. Over the past week, the esteemed Wells Fargo research analyst published a series of thoughtful and provocative notes riffing on the need for serious consolidation in both Hollywood and the shrinking world of linear TV. On September 8, Cahall suggested that Versant and Warner Bros. Discovery’s soon-to-be-spun-off cable business should be combined, and then pursue the sports and broadcast assets of Fox Corporation. Two days later, Cahall published another report, about who should buy David Zaslav’s studio and streaming business.
