max0205

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@TheStalwart waiting for Reddit to realize the right trade is yolo Berkshire leaps $brk

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@GavinSBaker Imagine if Lampert instead of having $shld repurchase its own shares had $shld buy over 5% of $amzn 😜

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@d_mccar Isn’t current stock price implying Covid potentially changed that math?

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@d_mccar why not include $w on this list with shop and pton?

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@carlquintanilla $twtr absolutely essential for many daily users but completely inessential for global advertisers. At one point $nyt had similar problem. Not sure what @jack, @nedsegal & @egon_durban need to see if they want to make business durable - surplus is huge for active user

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@BarbarianCap So true. My worry is @jack never wants to fully monetize. That’s why I’m surprised an activist has not shown up. The fact that they haven’t monetized the search function at all yet is remarkable.

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@gregmaffei @eldsjal @SquawkStreet @Spotify @SIRIUSXM @HowardStern @CNBC Isn't that a good short thesis for $siri?

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@modestproposal1 @benthompson He has gotten the $nyt wrong though :)

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Bewkes top ticking $twx to $t one of the all time great trades

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@BluegrassCap Tbt when $lo had a 8% dividend yield during the menthol scare

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@ericjackson Yes otherwise that's an all time dumb quote. $t gonna blow up buying peak media assets

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@conorsen dont worry about $t being disrupted they will simply destroy themselves through unenforced errors $twx $dtv

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the only clear thought I have on the tv industrial complex is that Bewkes is the man for top ticking to dumb telecom $twx

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@FrancoOlivera Berkshire should be providing Tedd/Todd track record on an annual basis. Hope somebody asked them about this at annual meeting.

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@grossdm Bewkes is the most rational man in media land. And spinning off with debt was neither cruel nor crippling.

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@SaabiraC tbt when everyone was scared govt was going to ban menthol in 2011 and $lo was trading at 10% cash yield