Lou Whiteman
👤 SpeakerAppearances Over Time
Podcast Appearances
Discord, maybe, but I doubt it.
I do think something like Salesforce probably makes the most sense.
I don't know if I'd say Salesforce, maybe a Workday or something like that, just to add to that office.
But the real answer here is, could you just buy Zoom and DocuSign and put them out of their misery?
What do you think, Jack?
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?
You sit down and watch a good old-fashioned American movie with that.
I think it's a little bit of a stretch, but what about Disney?
It's about a $200 billion market cap, $230 or so.
Yeah.
That just feels like Americana Assets hasn't done anything for a decade or so.
It's not really out of favor.
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.