Malone: Viacom Is Substantially Undervalued

The transcript discusses the Redstone drama, reflecting on personal and industry relationships. It covers asset valuation and strategic decisions, particularly regarding the potential undervaluation of assets due to turmoil. The speaker speculates on a possible CBS and Viacom merger, highlighting the complexities involved, including strategic directions and tax issues.

What are your thoughts on the opportunities presented in the Redstone drama?

In your opinion, what factors contribute to the distress seen in the industry?

How do you think the current turmoil in the industry affects the valuation of assets?

What do you believe are the implications of a potential CBS and Viacom combination?

What do you think about the strategic direction that Cherry might have in mind?