Citron's Andrew Left: Facebook Should Buy Pandora

The transcript discusses Pandora's current market situation, highlighting Corvex's push for Pandora to consider selling itself. The speaker, a long-time investor in Pandora, believes the company is undervalued and suggests potential buyers like Facebook and Google. The discussion also touches on Pandora's competition with Apple Music and Spotify, emphasizing the importance of music in connecting the world. The speaker refrains from suggesting strategic changes for Pandora, acknowledging the company's strong management and universal appeal of music.

What is the speaker's stance on Pandora's current market valuation?

• They think it is fairly valued.

• They have no opinion on its valuation.

• They consider it extremely undervalued.

• They believe it is overvalued.

Which companies does the speaker suggest might be interested in acquiring Pandora?

• Amazon and Netflix

• Google and Facebook

• Microsoft and Apple

• Spotify and Twitter

What is the speaker's opinion on Pandora exploring video content to increase subscribers?

• They strongly support the idea.

• They are unsure and prefer not to second guess management.

• They believe it is a bad idea.

• They think it is the only way forward.

According to the speaker, which companies are currently the main players in the music streaming market?

• Pandora, Facebook, and Microsoft

• Spotify, Apple, and Netflix

• Pandora, Google, and Amazon

• Pandora, Spotify, and Apple

What does the speaker believe is essential for companies like Facebook and Google to connect the world?

• Video content

• E-commerce

• Social media platforms

• Music