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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (73338)	8/14/2023 3:41:30 PM
From: Harshu Vyas	Read Replies (1) \| Respond to of 78464

Hi Paul, Yes - I saw the report on twitter. iHeart, too - thought that was interesting. CMLS is the better business, imo. NXST is related to that broadcasting category - I always thought it was priced fairly. Perhaps I missed something. WBD is a Buffett stock - nobody can convince me otherwise. Buy it and don't look back! (Make no mistake - I stole the QRTEA idea from him. It was not original!) HBI was what I found interesting. Champion is the only brand they operate that I'm familiar with. Are they worth looking into? Who are they catering towards? For me, Champion, Nike, Adidas, Hollister etc - I buy the hoodies. The quality is the same, they even feel the same, they are regarded similarly - only the logo on the front is different. Therefore, I buy whichever is the cheapest at the time - for that reason, I feel Champion has no pricing power. Best, Harshu Vyas