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072: Paramount Global and Warner Brothers Discovery Look Attractive + What I've Been Learning From Mohnish Pabrai's Amazing Lectures
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
The 10k Is a Good Place to Start Looking at Real Estate
Ted waschler did with Dillard's during the pandemic. The real estate was the margin of safety there and so learning about that investment studying him with that investment it's kind of trained me to always just check out the property section on the 10k and see what a company owns in terms of real estate. When you look at the price times the the earnings I think it's pretty low right now because probably the majority of the earnings come from traditional cable and network kind of TV where cable companies pay you for the right to run your television channels.
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