Lou Whiteman
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Appearances Over Time
Podcast Appearances
Lot of upside if things go right.
It does have some execution issues going on right now.
Debt levels are high, but I think that it can really perform well for shareholders if it can get back to some same-store sales growth.
Well, we'll start with gold.
It's not because I'm sure that it's the best business here, but with Discord, I'm very intrigued with what the financials could look like.
Discord is a communications platform.
You can form communities inside of the platform.
It seems like this is a business that can certainly...
do some really good numbers as it scales.
I'm curious about that.
Listen, SpaceX slash XAI, I'm going to give the silver medal here.
I do think that, you know, on one hand, we're kind of joking around a little bit about one Elon Musk company buying another Elon Musk company.
On the other side of things, I do think that there is a real business strategy here with AI in space and that combination.
And
I am a sucker for restaurant stocks.
I definitely will take a look.
I know.
I've bought so many bad restaurant stocks over the years.
I am choosy at this point, but I'm always intrigued.
All right.