Mark Moss

speaker

526 appearances 2 recordings 2 series first heard Jan 2026 last heard 5 Mar

Mark Moss’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Mar 2026 with 1.

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Yeah, I mean, I would agree with that.

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

You know, it's easy.

I love what you said.

That's loser talk.

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

You're always trying to find the blame.

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

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.

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

Nobody invests on value anymore.

They invest on their ideology.

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

Yeah, pro crap.

Jeff Park's amazing.

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

Well, he has stocks.

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

I don't like what Netflix has done.

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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