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
Is Paramount a Good Place to Go?
I've been doing some deep dives on some Monish lectures and there's a couple I want to point out to you one is from about a year ago Monish Poprise lecture Q&A with students of Peking University Gwen Guao School of Management. He talks about spawners in that one and then there's another one within the last year with from maybe nine months ago where it says Coos Becker an amazing capital allocator. The third one here is the most recent oh not the most recent one so 33 minutes ago as I record this he put one out so that's awesome. Next week we'll talk about the portfolio and maybe we'll have some news in there with these
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