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Appearances Over Time

Podcast Appearances

Motley Fool Hidden Gems Investing
FSD’s Big Week, Abel Makes a Mark on Berkshire, and 24/7 Trading

Discord, maybe, but I doubt it.

Motley Fool Hidden Gems Investing
FSD’s Big Week, Abel Makes a Mark on Berkshire, and 24/7 Trading

I do think something like Salesforce probably makes the most sense.

Motley Fool Hidden Gems Investing
FSD’s Big Week, Abel Makes a Mark on Berkshire, and 24/7 Trading

I don't know if I'd say Salesforce, maybe a Workday or something like that, just to add to that office.

Motley Fool Hidden Gems Investing
FSD’s Big Week, Abel Makes a Mark on Berkshire, and 24/7 Trading

But the real answer here is, could you just buy Zoom and DocuSign and put them out of their misery?

Motley Fool Hidden Gems Investing
FSD’s Big Week, Abel Makes a Mark on Berkshire, and 24/7 Trading

What do you think, Jack?

Motley Fool Hidden Gems Investing
FSD’s Big Week, Abel Makes a Mark on Berkshire, and 24/7 Trading

If this was Uncle Warren, and as we said, I don't know if it's Uncle Warren anymore, but you got Americana, you got Cherry Coke, what do you do?

Motley Fool Hidden Gems Investing
FSD’s Big Week, Abel Makes a Mark on Berkshire, and 24/7 Trading

You sit down and watch a good old-fashioned American movie with that.

Motley Fool Hidden Gems Investing
FSD’s Big Week, Abel Makes a Mark on Berkshire, and 24/7 Trading

I think it's a little bit of a stretch, but what about Disney?

Motley Fool Hidden Gems Investing
FSD’s Big Week, Abel Makes a Mark on Berkshire, and 24/7 Trading

It's about a $200 billion market cap, $230 or so.

Motley Fool Hidden Gems Investing
FSD’s Big Week, Abel Makes a Mark on Berkshire, and 24/7 Trading

Yeah.

Motley Fool Hidden Gems Investing
FSD’s Big Week, Abel Makes a Mark on Berkshire, and 24/7 Trading

That just feels like Americana Assets hasn't done anything for a decade or so.

Motley Fool Hidden Gems Investing
FSD’s Big Week, Abel Makes a Mark on Berkshire, and 24/7 Trading

It's not really out of favor.

Motley Fool Hidden Gems Investing
FSD’s Big Week, Abel Makes a Mark on Berkshire, and 24/7 Trading

I don't think that would ever happen.

Motley Fool Hidden Gems Investing
FSD’s Big Week, Abel Makes a Mark on Berkshire, and 24/7 Trading

I don't think as a Berkshire holder I want it to happen.

Motley Fool Hidden Gems Investing
FSD’s Big Week, Abel Makes a Mark on Berkshire, and 24/7 Trading

But look, the paradox that Greg Abel is facing is that what can you do?

Motley Fool Hidden Gems Investing
FSD’s Big Week, Abel Makes a Mark on Berkshire, and 24/7 Trading

that moves the needle.

Motley Fool Hidden Gems Investing
FSD’s Big Week, Abel Makes a Mark on Berkshire, and 24/7 Trading

Maybe it is just zero-day options all the way to infinity.

Motley Fool Hidden Gems Investing
FSD’s Big Week, Abel Makes a Mark on Berkshire, and 24/7 Trading

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?

Motley Fool Hidden Gems Investing
FSD’s Big Week, Abel Makes a Mark on Berkshire, and 24/7 Trading

I have no idea, but why not?

Motley Fool Hidden Gems Investing
FSD’s Big Week, Abel Makes a Mark on Berkshire, and 24/7 Trading

Buy Disney.