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


To: E_K_S who wrote (78110)9/14/2025 7:26:11 PM
From: Madharry  Respond to of 78478
 
I bought warner bros originally because I was investing with the brightest guys- that one being Malone.
I bought Paramount or whatever it was called at the time because some pundit on CNBC came out and said it was $75 a share based on her groups analysis of cash flow and it was paying a 7% dividend which I thought was secure. I also like a lot of Paramounts content . In retrospect, Malone was playing the hand he was dealt with and the pundit was as able to predict the future as I was. Perhaps Paramount will be much better managed going forward with the Ellison money and magic behind it. I will consider it very fortunate occurrence if I can sell my wbd position with either a small loss or a profit.

I am spending oodles of time on youtube watching different podcasts with commodity and oil investors.
One guy recommended a stock and he started out by talking about all the bad management screwup over the past 4 years and how current management bankrupted a previous company. The podcaster told him it sounds more like a sale than a buy. and then he said that the company assets were worth multiples of the current share price and that he was seeing evidence that there might be improvement in the corporate governance.
I was about the strangest recommendation for a share purchase I have ever heard.