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
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I Think the Money Is Going to Come From Advertising
The model that's going to make the most money is free or near free and probably free I think that's where they want to go. The downside is it's harder than when you were locked in with the cable companies but there's potential here to do this on an absolute global basis. There are world-class managers that understand this business at both companies. David Zazoff off the CEO of Warner Brothers Discovery will create a great company.
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