Joining us to break all this down uh with his perspective on it is Ben Smith, Semaphore, co-founder and editor-in-chief. Good morning. >> Morning. >> Okay, so let's try to figure this out. First of all, let's just go with the Trump of it all. >> Yeah. >> And the CNN piece because that's sort of a new wrinkle in the saga. Do we think that now no matter who buys this thing that even if the Ellison's ultimately buy the completed asset, the full thing that they're going to have to sell CNN that he doesn't seem ...

Core Viewpoint - The article emphasizes the interconnectedness of business and investment, highlighting that understanding one enhances the comprehension of the other. It advocates for defining one's "circle of competence" and staying within it to make informed investment decisions [5][12][30]. Group 1: Circle of Competence - Warren Buffett stresses the importance of identifying and operating within one's circle of competence, using the example of Mrs. Blumkin, who successfully ran a furniture business by only engaging in areas she understood [9][19][22]. - Many CEOs of large companies often lack experience in capital allocation, leading to poor acquisition decisions when they venture outside their expertise [10][24][25]. - The article suggests that having fewer but more informed investment opportunities can lead to better outcomes, contrasting this with the prevalent culture on Wall Street that encourages frequent trading [11][32][36]. Group 2: Investment Philosophy - The investment approach advocated is to focus on high-quality businesses and to wait patiently for clear opportunities, rather than being swayed by market noise [30][36][60]. - The article discusses the advantages of owning a portion of a great business, like Coca-Cola, rather than seeking to acquire entire companies, which often leads to overpaying in competitive bidding situations [36][39][44]. - It highlights the importance of investing one’s own capital, as seen in Berkshire Hathaway, where management invests a significant portion of their wealth, aligning their interests with those of shareholders [39][40]. Group 3: Market Dynamics - The article critiques the modern investment theory that equates price volatility with risk, arguing that buying undervalued assets can be safer than overpaying for perceived stability [75][78]. - It points out the challenges of global competition and the risks associated with investing in foreign markets, emphasizing a preference for companies registered in the U.S. [81][83]. - The discussion includes the notion that successful investments often come from understanding the underlying business rather than relying on market trends or speculation [57][60].

RT ADAM (@AdameMedia)It’s the anniversary of the day Israel killed author, academic and poet Dr. Refaat Alareer and his family after Bari Weiss put a kiII target on him.Bari was rewarded with $100M and leadership of CBS. https://t.co/ZjqaiISTny ...

Core Perspective - CNN's exclusion from Netflix's $82.7 billion acquisition of Warner Bros. Discovery may initially seem like a significant oversight, but it could ultimately benefit CNN by preserving its independence from a parent company that may compromise its journalistic integrity [2][3][6]. Group 1: CNN's Position and Future - CNN's chairman Mark Thompson indicated that the company will continue to pursue its strategy for a successful digital transition, with a budget for increased investment already set for 2026 [8]. - The network has experienced significant ownership changes over the past decade, moving from Time Warner to AT&T, then to WarnerMedia, and finally to Warner Bros. Discovery [9][10]. - CNN's current situation may allow it to avoid the complications associated with being owned by a company like Netflix, which has a history of local censorship that could conflict with CNN's journalistic mission [5][6]. Group 2: Potential Future Acquisitions - Paramount's interest in acquiring CNN could present a new opportunity, as the company reportedly sought to buy all of Warner Bros. Discovery, unlike Netflix, which focused only on streaming and film [12]. - A merger between CBS News and CNN could create a powerful news operation, with fewer regulatory hurdles compared to previous years [15]. - The absence of a Netflix acquisition may make CNN a more attractive target for potential buyers, as it could be seen as a strategic bargain in the current market [13].

Core Viewpoint - The ongoing bidding war for Warner Brothers assets, particularly between Netflix and Paramount, raises concerns about potential litigation and the strategic rationale behind Netflix's interest in these assets [1][4][5]. Group 1: Bidding Dynamics - Netflix's bid for Warner Brothers is seen as unnecessary by some investors, leading to dissatisfaction and a drop in share prices to an eight-month low [3][4]. - Paramount's bid is perceived as cleaner, with fewer antitrust concerns compared to Netflix's acquisition, which could lead to regulatory challenges [6][11]. Group 2: Asset Value and Strategy - Warner Brothers' intellectual property, including its extensive library, is viewed as a significant asset that could enhance Netflix's business model [5]. - The potential acquisition of HBO Max could provide Netflix with options to either eliminate a competitor or integrate it into their platform [5]. Group 3: Implications for CNN and Other Assets - If Paramount's bid succeeds, it would gain control over CNN, leading to discussions about potential mergers with CBS and the future direction of CNN's editorial stance [8][9]. - Netflix's focus remains on studios and streaming, indicating a lack of interest in cable networks like CNN, which would be left to the new Discovery Global company [10].

___________________________________________ Muzero Acquisition Corp (Exact name of registrant as specified in its charter) ___________________________________________ As filed with the U.S. Securities and Exchange Commission on December 3, 2025. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ___________________________________________ FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 6 th Floor New York NY 10016 Telephone: (212) 947-7200 Telephon ...

CBS said a record 57.2 million viewers tuned in for the Thanksgiving Day NFL match between the Dallas Cowboys and the Kansas City Chiefs. https://t.co/xJDCPCgyzQ ...

Summary of Genius Sports Investor Day Conference Call Company Overview - **Company**: Genius Sports - **Industry**: Sports technology and data analytics, focusing on digital transformation in sports Key Points and Arguments 1. **Digital Transformation of Sports**: Genius Sports is positioned at the center of the ongoing digital transformation in sports, which is characterized by data-driven fan behavior and the convergence of betting, media, advertising, content, and commerce [3][4][6] 2. **Genius IQ Platform**: The company emphasizes the importance of its technology platform, Genius IQ, which serves as the operating system for modern sports, capturing real-time data and enhancing fan engagement [4][8][10] 3. **Market Position**: Genius Sports has renewed major league partnerships and expanded its media business, which has nearly tripled in size over the last four years. The technology is deployed in over 300 venues worldwide, with plans for hundreds more [6][7][35] 4. **Revenue Pathways**: The company aims to own revenue pathways in betting, media, advertising, and data, allowing it to extract value without needing to own the sports fan directly [6][7] 5. **Financial Outlook**: The company projects a revenue of $1.2 billion and an adjusted EBITDA of $365 million by 2028, with a 30% margin and 60% free cash flow conversion [9][10] Additional Important Insights 1. **Fan Engagement Strategy**: Genius Sports focuses on creating immediate, intelligent, and immersive fan experiences that are consistent across the entire fan journey, avoiding fragmented solutions [12][14][15] 2. **Technological Innovations**: The company utilizes advanced technologies such as AI, machine learning, and computer vision to enhance data collection and analysis, which is critical for modern sports [17][18][19] 3. **Applications and Experiences**: Genius Sports has developed various applications, including Genius Perform for performance analytics, Genius Bet for interactive betting experiences, and Genius Engage for enhanced media integration [23][28][29] 4. **Partnership with NFL**: The relationship with the NFL is highlighted as a key strategic partnership, focusing on enhancing fan engagement and exploring international growth opportunities [37][76] 5. **Integrity and Regulation**: The importance of maintaining integrity in sports betting and the role of regulation in creating a trusted ecosystem is emphasized [49][52] Conclusion - Genius Sports is strategically positioned to capitalize on the digital transformation of sports through its innovative technology platform, strong partnerships, and focus on enhancing fan engagement and monetization opportunities. The company is optimistic about its growth trajectory and the potential for new revenue streams in the evolving sports landscape [10][81]

You can find Bernie speeches saying the same shit 30 years ago.Bernie Sanders (@BernieSanders):In an authoritarian society, a handful of oligarchs own media.Here’s where we are in America:Musk owns X.Zuckerberg owns Facebook & Instagram.The Ellisons own CBS — and are eyeing CNN & TikTok.Bezos owns Twitch & the Washington Post.We must combat oligarchy. ...

I would say the brilliance of the BBC. It was designed as an institution that would be fairer and offer truth and fairness. To a British audience and subsequently to a worldwide audience with the worldwide news network.And in many ways, American television was built on that standard. And so giving that trust up, giving that opportunity up, I think, would be a mistake. How do they restructure emotionally.How do they recapture the minds of the United Kingdom to say, you can trust us. It's been shattered with ...