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Financial analyst Jason Moser and Invitation Homes CEO Dallas Tanner discuss the drama at Paramount, strong earnings from Domino's Pizza and SoFi, and the future of housing. Topics include potential deals, rumors, global assets, leadership changes, revenue growth, and the evolution of the single-family rental market.
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Quick takeaways
- Paramount CEO faces uncertainty over potential resignation amid merger plans and deal complexities with Skydance and national amusements.
- Domino's Pizza reports strong US same-store sales growth driven by delivery services and promotions focused on value and innovation.
Deep dives
Paramount CEO Controversy
The CEO of Paramount, Bob Bakish, faces uncertainty as reports suggest he may resign before the earnings call due to differences with Sherry Redstone's merger plan. The complexity arises from Paramount's dealing with Skydance and national amusements, raising questions about breaking up Paramount for potential higher value. Various solutions, including a Skydance deal or Apollo's privatization offer, cloud the company's future amidst challenges in the legacy entertainment industry reacting to streaming changes.
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