
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 Cable Industry Is Dying
The idea that a paramount or a Warren Brothers discovery can just continue to make money and rely on the cable companies paying them they obviously can't. The industry is changing but two things are still constants human beings want entertainment trust me I recently did a full budget overhaul for my for my own life and we cut a lot of the streaming out but we still have some streaming because as soon as you cut stuff out you realize how much people kind of need entertainment so it's like a human need. There will be a willingness from almost everybody in the country and for people who can afford it across the world almostEverybody in the world.
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