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Travis Hoium

πŸ‘€ Speaker
6788 total appearances
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Motley Fool Hidden Gems Investing
Paramount Gets Warner Bros. Discovery, But Netflix Comes Out a Winner

I'm going to throw out a few ideas for you guys.

Motley Fool Hidden Gems Investing
Paramount Gets Warner Bros. Discovery, But Netflix Comes Out a Winner

We'll just throw out a spicy one for us that I'm excited about a little bit later.

Motley Fool Hidden Gems Investing
Paramount Gets Warner Bros. Discovery, But Netflix Comes Out a Winner

But I want to get your thoughts on this and whether these would be good ideas.

Motley Fool Hidden Gems Investing
Paramount Gets Warner Bros. Discovery, But Netflix Comes Out a Winner

Let's start with one that I've been talking about for a while.

Motley Fool Hidden Gems Investing
Paramount Gets Warner Bros. Discovery, But Netflix Comes Out a Winner

That is Spotify merging with Ticketmaster.

Motley Fool Hidden Gems Investing
Paramount Gets Warner Bros. Discovery, But Netflix Comes Out a Winner

John, does this make any sense to you?

Motley Fool Hidden Gems Investing
Paramount Gets Warner Bros. Discovery, But Netflix Comes Out a Winner

Or maybe you're the savior.

Motley Fool Hidden Gems Investing
Paramount Gets Warner Bros. Discovery, But Netflix Comes Out a Winner

Everybody hates Ticketmaster, but very few people hate Spotify.

Motley Fool Hidden Gems Investing
Paramount Gets Warner Bros. Discovery, But Netflix Comes Out a Winner

So maybe you're the savior.

Motley Fool Hidden Gems Investing
Paramount Gets Warner Bros. Discovery, But Netflix Comes Out a Winner

You lower your fees a little bit.

Motley Fool Hidden Gems Investing
Paramount Gets Warner Bros. Discovery, But Netflix Comes Out a Winner

I don't know.

Motley Fool Hidden Gems Investing
Paramount Gets Warner Bros. Discovery, But Netflix Comes Out a Winner

Maybe it's a good thing.

Motley Fool Hidden Gems Investing
Paramount Gets Warner Bros. Discovery, But Netflix Comes Out a Winner

It just is one of those things that every time I get an email from Spotify about some artists that I listen to and go, you know, hey, there's a concert coming to your area.

Motley Fool Hidden Gems Investing
Paramount Gets Warner Bros. Discovery, But Netflix Comes Out a Winner

I just think there's so many commonalities between those companies that it makes a lot of sense.

Motley Fool Hidden Gems Investing
Paramount Gets Warner Bros. Discovery, But Netflix Comes Out a Winner

But I think at the end of the day, every time I look at it, Lou, I sort of come down to where you are, where would it be worth the price?

Motley Fool Hidden Gems Investing
Paramount Gets Warner Bros. Discovery, But Netflix Comes Out a Winner

Live Nation, ironically, isn't actually all that profitable.

Motley Fool Hidden Gems Investing
Paramount Gets Warner Bros. Discovery, But Netflix Comes Out a Winner

Maybe you're right there.

Motley Fool Hidden Gems Investing
Paramount Gets Warner Bros. Discovery, But Netflix Comes Out a Winner

All right, let's go to one that I think

Motley Fool Hidden Gems Investing
Paramount Gets Warner Bros. Discovery, But Netflix Comes Out a Winner

Could be more fun.

Motley Fool Hidden Gems Investing
Paramount Gets Warner Bros. Discovery, But Netflix Comes Out a Winner

Disney buying Lego.