Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 12/22/25
Dec 23, 2025
Hamid Moghadam, co-founder and outgoing CEO of Prologis, shares insights from his decades in logistics real estate. He discusses the evolution of Prologis, emphasizing its durable returns and steady dividend profile. Moghadam highlights the booming demand for data centers while warning of overinvestment risks. He stresses the importance of transparent investing in shrinking public markets, offering valuable advice for individual investors navigating turbulent waters.
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M&A As A Market Tightener
- Takeovers and acquisitions will be a major bullish force in 2026 by reducing public share supply and lifting prices.
- Strategic M&A can offset a wave of new IPOs and stock issuance, tightening supply and supporting valuations.
Regulatory Shift Revives Deal Flow
- A friendlier FTC and administration are reviving deal activity that was stifled under the previous leadership.
- More approved mergers mean more takeover premiums and potential gains for shareholders.
Warner Bros. Discovery Valuation Call
- Jim recounts interviewing Warner Bros. Discovery CEO when the stock traded at $7 and the CEO claimed a $34 value.
- The current takeover battle validates that the company was dramatically undervalued earlier.