Brew Markets Berkshire May Exit Kraft Heinz Debacle & Netflix Shares Hit 52-Week Low
Jan 21, 2026
Berkshire Hathaway looks poised to exit its costly stake in Kraft Heinz, signaling major strategic changes under new leadership. The podcast dives into Netflix's concerning earnings, highlighting worries about rising debt and future content costs. A debate arises over subscriber sensitivity to price hikes, while Netflix's shift to an all-cash bid for Warner sparks discussion on financial implications. Lastly, President Trump's key comments from Davos are recapped, touching on trade and international relations.
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Strong Quarter, Soft Guidance
- Netflix posted solid Q4 results: revenue up 18% and 325M subscribers, yet shares fell as guidance for 2026 softened.
- Markets focused on the slower growth rate and the expensive path Netflix outlined for 2026.
Expensive Growth Plan For 2026
- Netflix plans a 10% increase in content spend for 2026 and is pursuing live sports, which will pressure profits near term.
- The 2026 forecast relies on subscriber growth, pricing, and doubling ad revenue — all uncertain variables.
Personal Price Fatigue With Netflix
- John Corteau shared his personal pricing fatigue with Netflix, paying $30 monthly and balking at further hikes.
- He noted an extra $9 fee to upgrade to 4K prompted sticker-shock and sensitivity to price thresholds.