About this episode
00:00 Overview03:00 2025 picks05:00 Amazon09:00 Bristol Myers Squibb11:00 Comcast14:00 Exxon Mobile15:00 Fairfax Financial16:50 Flutter Entertainment18:33 Madison Square Garden21:04 Visa22:57 SL Green Realty24:34 Disney26:21 Disney Deal with OpenAI32:00 Google Goes After Zillow35:00 Fail Of The Week: Elizabeth Warren