@Alex__Pitti It’s a compounding machine. I’ve held it for years. Their track record is extraordinary and their incentives are well aligned with the minority SHs (>67% insider ownership). They’re trading at ~1X book which is cheap on a relative basis compared to industry avg.
@felix39990211@PhillipsRelic @WealthOrDie I doubt either of us are following him into the trade. Paramount, as a sum of all of its high quality assets worth, is worth a lot more than the business’s current market cap. Today, there are a lot of buyers who want to pay a lot for its assets.