Follow-up to my PARA post three days ago – BlackRock now owns 7% of PARA

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Here:

Yesterday, BlackRock (BLK) reported it now owns 7% of PARA.

And again, as of Berkshire's last filing it owns 15% of PARA. (And the next filing will likely be even more.)

Interestingly, Berkshire's single largest holding is AAPL, and Blackrock's single largest holding is AAPL.

Conjecture: PARA is soon going to be bought out and taken private.

And I wouldn't be surprised if BRK retains the CBS network, while Paramount studios (and all that content…) ends up with AAPL in support of Apple TV.

Disclosure: long PARA stock and calls.

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