Lou Whiteman
👤 SpeakerAppearances Over Time
Podcast Appearances
I don't think that would ever happen.
I don't think as a Berkshire holder I want it to happen.
But look, the paradox that Greg Abel is facing is that what can you do?
that moves the needle.
Maybe it is just zero-day options all the way to infinity.
But I think if you really want to buy something outright, why not go big and actually get into a new vertical and actually try and get something that can have growth?
I have no idea, but why not?
Buy Disney.
I think you'd say that about a lot of companies, there are downsides to not being public too.
But yeah, in general, the quarterly grind is tough.
It's not going to happen, but how fun would that be to have the House of Mouse in Omaha every year?
I'll take the other side of that trade.
Right now, the issue with Paramount is, it's a second-tier, zero-pricing power streaming service in a tough environment.
I don't see how the economics change, plus music.
I just don't see how that happens.
With a lot of costs, though, I still think you are saddled with assets.
There's a reason that they're trying to consolidate this business.
I don't know why a second-tier under different ownership is going to become first-tier.
Live Nation makes sense.
I don't know why maybe you'd want that just because then you're the target and you're already a target in certain areas.