Gamco's Ward: Facebook, Google Offer Real Growth in Tech

The video discusses the resurgence of Time Warner and CBS in the media sector, highlighting their success in adapting to the cord-cutting trend. It also covers the ongoing housing market recovery, with investment opportunities in companies like Whirlpool and Lenoir. Finally, it examines the dominance of Facebook and Google in digital advertising, noting their strong earnings and growth potential.

What is the significance of the must-have shows and networks mentioned in the text?

Discuss the valuation of Facebook and Google based on their earnings and growth rates.