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Mark Moss

👤 Speaker
526 total appearances

Appearances Over Time

Podcast Appearances

Valuetainment
“This Could KILL CNN” - Paramount-Warner Merger Creates 200M Subscriber Streaming GIANT

Yeah, I mean, I would agree with that.

Valuetainment
“This Could KILL CNN” - Paramount-Warner Merger Creates 200M Subscriber Streaming GIANT

I mean, Trump made it pretty apparent that he didn't want to be involved in this deal.

Valuetainment
“This Could KILL CNN” - Paramount-Warner Merger Creates 200M Subscriber Streaming GIANT

You know, it's easy.

Valuetainment
“This Could KILL CNN” - Paramount-Warner Merger Creates 200M Subscriber Streaming GIANT

I love what you said.

Valuetainment
“This Could KILL CNN” - Paramount-Warner Merger Creates 200M Subscriber Streaming GIANT

That's loser talk.

Valuetainment
“This Could KILL CNN” - Paramount-Warner Merger Creates 200M Subscriber Streaming GIANT

You know, you want to make excuses for why you didn't get the deal, right?

Valuetainment
“This Could KILL CNN” - Paramount-Warner Merger Creates 200M Subscriber Streaming GIANT

You're always trying to find the blame.

Valuetainment
“This Could KILL CNN” - Paramount-Warner Merger Creates 200M Subscriber Streaming GIANT

And so I think that's really what it comes down to, you know, from a...

Valuetainment
“This Could KILL CNN” - Paramount-Warner Merger Creates 200M Subscriber Streaming GIANT

An interesting lens, Jeff Park put out this paper, and he called it The Death of the Value Investor and the Rise of the Ideological Investor.

Valuetainment
“This Could KILL CNN” - Paramount-Warner Merger Creates 200M Subscriber Streaming GIANT

And he talked about how the Benjamin Graham world, the Warren Buffett world is gone.

Valuetainment
“This Could KILL CNN” - Paramount-Warner Merger Creates 200M Subscriber Streaming GIANT

Nobody invests on value anymore.

Valuetainment
“This Could KILL CNN” - Paramount-Warner Merger Creates 200M Subscriber Streaming GIANT

They invest on their ideology.

Valuetainment
“This Could KILL CNN” - Paramount-Warner Merger Creates 200M Subscriber Streaming GIANT

So Bud Light puts Dylan McGee, stock price goes down, and Cracker Barrel, right?

Valuetainment
“This Could KILL CNN” - Paramount-Warner Merger Creates 200M Subscriber Streaming GIANT

Yeah, pro crap.

Valuetainment
“This Could KILL CNN” - Paramount-Warner Merger Creates 200M Subscriber Streaming GIANT

Jeff Park's amazing.

Valuetainment
“This Could KILL CNN” - Paramount-Warner Merger Creates 200M Subscriber Streaming GIANT

And so he talked about, like, Sidney talks about great genes, and then American Eagle goes up.

Valuetainment
“This Could KILL CNN” - Paramount-Warner Merger Creates 200M Subscriber Streaming GIANT

Well, he has stocks.

Valuetainment
“This Could KILL CNN” - Paramount-Warner Merger Creates 200M Subscriber Streaming GIANT

And so when I look at this, I like some of the shows on Paramount.

Valuetainment
“This Could KILL CNN” - Paramount-Warner Merger Creates 200M Subscriber Streaming GIANT

I don't like what Netflix has done.

Valuetainment
“This Could KILL CNN” - Paramount-Warner Merger Creates 200M Subscriber Streaming GIANT

So from an ideological side, to me, you know, it's like, wow, I'm kind of glad that deal happened.

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