Surveillance: Fed Course with Susan Collins
Bloomberg Surveillance
00:00
Apple and Disney: The Golden Goose of Mergers
If Disney comes, that's something that strategically is a marriage, makes a ton of sense and are creative. My take on this, and I'm not going to try to be Moffat Nathanson here or Daniel Ives, is these mergers always fall apart when non-creatives take over the creative process. Look, you're at 190 on Apple, up 17 percent. What do we get in an IFC and Lyft above $200? We start to look now, what I believe, 15, 20 hours upside from here, we start to approach $3 trillion.
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