Dan Caplinger

And I've been adding, even as many commentators dismiss the company for missing out on AI, missing out on cloud computing.

Well, Alphabet proved that wrong, and now the stock is much more fairly valued than it used to be.

There's still potential, though, for future gains.

Good on you, Jason.

Jason, I've got to say, I agree with John 100%, and not just because it was my pick.

But I have to say this, too, I wish that it would be Alphabet.

I wish that Alphabet would be able to outperform Lululemon over the next five years, because I own a lot more Alphabet stock.

I think Alphabet is going to do just fine.

And I'm really optimistic and hopeful Airbnb might finally catch a break here, start executing well enough, get some appreciation from shareholders, get the stock moving back in the right direction.

It's a first, Jason.

I'm not sure that's ever happened before.

Yeah, it's easy to get confused with the timeline now, because with the hostile bid coming after Netflix and Warner Brothers had come to an agreement, if you're just looking at it from the outside, you might be wondering, well, why don't they take the new deal?

It's more money, why don't we take it?

In practical terms, it's always a little bit more difficult once you have a signed agreement at the end of what has already been this auction bidding war process.

Always harder to undo whatever that decision was, even if a better deal comes in later.

I think that's where we are at this point.

Just bear in mind, I think, as you point out,

The terms of the two offers were not directly comparable, but there's certainly an argument to make that when Warner Brothers finalized an agreement with Netflix, there was a credible argument that Netflix's offer was the higher-priced deal.

And so, I think that it's interesting, as Jason pointed out,

The way that Paramount has decided to do this hostile tender offer, it really puts the question directly in the hands of the shareholders in both directions.