Author Topic: Barry Diller on CNBC  (Read 3073 times)



Liberty

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Re: Barry Diller on CNBC
« Reply #1 on: December 11, 2017, 06:17:58 AM »
"Most haystacks don't even have a needle." |  I'm on Twitter  | This podcast episode is a must-listen

Liberty

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Re: Barry Diller on CNBC
« Reply #2 on: February 18, 2019, 10:55:11 AM »
"Most haystacks don't even have a needle." |  I'm on Twitter  | This podcast episode is a must-listen

Liberty

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Re: Barry Diller on CNBC
« Reply #3 on: October 30, 2019, 11:37:26 AM »
"Most haystacks don't even have a needle." |  I'm on Twitter  | This podcast episode is a must-listen

dwy000

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Re: Barry Diller on CNBC
« Reply #4 on: October 31, 2019, 10:18:57 AM »
Great comment on dual class shares.  If you pick the right people it can be a huge benefit as a shareholder (Diller, Malone, Google-guys, etc.).  If you pick the wrong ones (Biglari, etc) it can be devastating.  All comes down to character.

cherzeca

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Re: Barry Diller on CNBC
« Reply #5 on: October 31, 2019, 11:08:49 AM »
Diller: cant stand warren's policies, but would vote for her because those wont be her policies.

great insight right there.

cherzeca

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Re: Barry Diller on CNBC
« Reply #6 on: October 31, 2019, 11:27:42 AM »
Great comment on dual class shares.  If you pick the right people it can be a huge benefit as a shareholder (Diller, Malone, Google-guys, etc.).  If you pick the wrong ones (Biglari, etc) it can be devastating.  All comes down to character.

stupid comment.  if you have single class shares and pick the right guy, he stays and we all make money. if you have a single class shares and you pick the wrong guy, you can fire him and stop losing money. either way dual class shares is stupid for shareholders.

Munger_Disciple

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Re: Barry Diller on CNBC
« Reply #7 on: October 31, 2019, 11:41:39 AM »
Diller was laughing his a$$ off when Andrew asked him about Stankey & ATT's HBO Max announcement. He thinks it is doomed and I agree.

Spekulatius

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Re: Barry Diller on CNBC
« Reply #8 on: October 31, 2019, 01:09:38 PM »
Great comment on dual class shares.  If you pick the right people it can be a huge benefit as a shareholder (Diller, Malone, Google-guys, etc.).  If you pick the wrong ones (Biglari, etc) it can be devastating.  All comes down to character.

stupid comment.  if you have single class shares and pick the right guy, he stays and we all make money. if you have a single class shares and you pick the wrong guy, you can fire him and stop losing money. either way dual class shares is stupid for shareholders.

I totally agree. Right guy or wrong, guy, the dual class shares make no sense.
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Jurgis

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Re: Barry Diller on CNBC
« Reply #9 on: October 31, 2019, 01:54:18 PM »
Great comment on dual class shares.  If you pick the right people it can be a huge benefit as a shareholder (Diller, Malone, Google-guys, etc.).  If you pick the wrong ones (Biglari, etc) it can be devastating.  All comes down to character.

stupid comment.  if you have single class shares and pick the right guy, he stays and we all make money. if you have a single class shares and you pick the wrong guy, you can fire him and stop losing money. either way dual class shares is stupid for shareholders.

I totally agree. Right guy or wrong, guy, the dual class shares make no sense.

I disagree. You get a cyclical downturn or some external event, shares crash, activists raise ruckus, kick out your good guy, and screw up business.
Or old huge co buys your growing co for cheap and your returns are gone.
"Before you can be rich, you must be poor." - Nef Anyo
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