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Short Seller Bill Martin Bet Against Silicon Valley Bank in January. Here's Why | #475

The Meb Faber Show - Better Investing

CHAPTER

SiriusXM Podcasts: A Billion Dollar Idea

The primary bear case is the longer term obsolescence around having a mobile phone and being able to stream your own Apple music or stream podcasts. I think SiriusXM really understands the long tail in a fantastic way, not dissimilar to the early days of the cable industry where they have these little affinity groups. There's a tremendous amount of cash flow and operating leverage in the business. The Liberty group has been a, you know, one to follow over the years as well.

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