Jon Quast

This is not the CISKO, this is the SYSKO, ticker symbol SYY.

This is a food trucking delivery business.

You know, you look at Berkshire, it already owns Pilot Flying J truck stops, maybe some tie in there.

I think another interesting player would be United Rentals.

This is the largest equipment rental company in the country.

A lot of infrastructure work happening.

One of the rare bipartisan agreements that we need to invest in infrastructure.

And so United Rentals, I think, has a long tailwind.

And I think that Berkshire could be interested in something like that.

As we said, it's all hypothetical, but I love the idea of Spotify potentially acquiring Paramount.

It would take Spotify in a very new direction.

It would cost a lot of money.

Management would really need to have a thorough and urgent plan of attack.

to make sure that it paid off for shareholders.

But this could really elevate Spotify to something that nobody saw coming years ago.

And so I do like this idea of Spotify potentially getting paramount.

Have you ever seen the videos of penguins in Antarctica and they're all standing up there on the ice cliff and nobody wants to jump in, then finally one of them kind of slips and then they all start jumping in?

I think that's what just happened.

You have all these penguins up on the cliff, and I'm talking about BlackRock, I'm talking about Robinhood, I'm talking about Coinbase, and Intercontinental Exchange, the parent company hereof, and the New York Stock Exchange is saying, we're getting into this tokenized trading.

How I think that this works is that the New York Stock Exchange would physically buy a stock and then issue tokens based on that.