About this episode
00:00 Overview
03:00 2025 picks
05:00 Amazon
09:00 Bristol Myers Squibb
11:00 Comcast
14:00 Exxon Mobile
15:00 Fairfax Financial
16:50 Flutter Entertainment
18:33 Madison Square Garden
21:04 Visa
22:57 SL Green Realty
24:34 Disney
26:21 Disney Deal with OpenAI
32:00 Google Goes After Zillow
35:00 Fail Of The Week: Elizabeth Warren
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