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General Category => General Discussion => Topic started by: txlaw on September 25, 2012, 12:20:39 PM

Title: Barry Diller on CNBC
Post by: txlaw on September 25, 2012, 12:20:39 PM
http://www.cnbc.com/id/15840232?video=3000117416&play=1
http://www.cnbc.com/id/15840232?video=3000118195&play=1
http://www.cnbc.com/id/15840232?video=3000118192&play=1
Title: Re: Barry Diller on CNBC
Post by: Liberty on December 11, 2017, 06:17:58 AM
Part 1 of a podcast interview with Diller:

https://www.linkedin.com/pulse/how-being-infinite-learner-helped-barry-diller-become-reid-hoffman/
Title: Re: Barry Diller on CNBC
Post by: Liberty on February 18, 2019, 10:55:11 AM
Transcript of Barry Diller interview at Recode:

https://www.recode.net/2019/2/18/18228927/barry-diller-iac-expedia-netflix-amazon-prime-hollywood-kara-swisher-recode-decode-podcast-interview

h/t @Bluegrasscap
Title: Re: Barry Diller on CNBC
Post by: Liberty on October 30, 2019, 11:37:26 AM
Diller today:

https://www.youtube.com/watch?v=Fu_UADpChe0&feature=youtu.be
Title: Re: Barry Diller on CNBC
Post by: dwy000 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.
Title: Re: Barry Diller on CNBC
Post by: cherzeca 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.
Title: Re: Barry Diller on CNBC
Post by: cherzeca 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.
Title: Re: Barry Diller on CNBC
Post by: Munger_Disciple 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.
Title: Re: Barry Diller on CNBC
Post by: Spekulatius 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.
Title: Re: Barry Diller on CNBC
Post by: Jurgis 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.
Title: Re: Barry Diller on CNBC
Post by: Liberty on April 16, 2020, 06:41:11 AM
Barry Diller interview on CNBC this morning:

https://youtu.be/WLK-bUjLWl8
Title: Re: Barry Diller on CNBC
Post by: Jurgis on April 16, 2020, 09:09:03 AM
Is Barry the first dude on work-from-home videos with multimillion dollar paintings in his house? (I assume these are not just random trash copies lol).
Title: Re: Barry Diller on CNBC
Post by: Liberty on April 16, 2020, 09:22:00 AM
Is Barry the first dude on work-from-home videos with multimillion dollar paintings in his house? (I assume these are not just random trash copies lol).

Well, it is somehow comforting that even billionaires have crappy webcams, microphones, and have connections that drop a lot of packets.

Bill Gates is the only one I've seen that has a professional-looking home setup. Looked better than the TV anchor setups, actually..
Title: Re: Barry Diller on CNBC
Post by: Jurgis on April 16, 2020, 09:56:23 AM
Bill Gates is the only one I've seen that has a professional-looking home setup. Looked better than the TV anchor setups, actually..

True dat.
Title: Re: Barry Diller on CNBC
Post by: Viking on April 16, 2020, 10:32:59 AM
Barry Diller interview on CNBC this morning:

https://youtu.be/WLK-bUjLWl8

At the very end he says: “This is not short term... the effects.” Everyone better hope he is wrong.

Another tidbit: Expedia spends about $5 billion a year on advertising... this will be less than $1 billion moving forward. Lots of other industries (not just travel) will be the same.
Title: Re: Barry Diller on CNBC
Post by: CorpRaider on April 16, 2020, 10:38:20 AM
Is Barry the first dude on work-from-home videos with multimillion dollar paintings in his house? (I assume these are not just random trash copies lol).

He is such a unit.  I agree with him on the effects.  Zero chance I take my family to a ballgame or on a plane until there is a proven, effective vaccine (or we have tested positive with antibodies and the medical community has established the likelihood of reactivation/infection).