Mario Gabelli

The company owns land in the Marcellus Shale and a utility business. Gabelli notes natural gas is essential for "power for the data centers." The AI/Data Center boom requires massive electricity, driving demand for natural gas. NFG can unlock value by selling or spinning off its utility business while retaining the upstream/production assets to feed this demand. LONG. An energy play disguised as a utility value play, with a specific catalyst (selling the utility arm). Regulatory hurdles on utility sales; fluctuation in natural gas prices.

Gabelli advises Netflix to "learn Japanese and think about knocking on Sony's door because of the anime." In the streaming wars, unique IP is king. Sony holds a dominant position in Anime (Crunchyroll/production). If Netflix or others need to compete, they must license from or partner with Sony, increasing Sony's pricing power or making them a strategic M&A target/partner. LONG. Sony is identified as the "arms dealer" of high-value IP (Anime) that streamers desperately need. Yen currency fluctuations; conglomerate discount on Sony's other hardware businesses.

Gabelli explicitly identifies a company in "Akron, Ohio" with an "auto parts distribution business" focused on tires/replacements. He states: "Tomorrow, you will be in an announcement." Myers Industries (MYE) is headquartered in Akron, Ohio, and specializes in tire repair and retreading products. Gabelli is signaling an imminent corporate event or value realization catalyst for this specific micro-cap. Long on the specific catalyst call. The announcement is delayed or underwhelming; liquidity in micro-caps is low.

Gabelli explicitly mentions John Deere is a "bigger holding" for his firm than the media names discussed. While discussing media volatility, he highlights DE as a core stable holding that just reported earnings, implying continued confidence in the industrial/ag thesis. LONG as a core portfolio holding. Cyclical downturns in agriculture.

Netflix stock has dropped from $110 to $80 over the last four months (in this 2026 scenario). The stock is technically "oversold." Despite losing out on the specific Paramount/Warner deal dynamics, the price compression offers an entry point for a dominant player. Gabelli is looking to add to his position. LONG on the pullback. Uncertainty regarding their next strategic move if they miss out on current consolidation targets.

"Versent" (VSNT) was spun off from Comcast/NBCUniversal. The stock traded at $46 pre-spin but has fallen to ~$30. Gabelli calls the stock a "bargain" at these levels with ~145 million shares outstanding. The sell-off is driven by index fund rebalancing (selling the spin-off), creating an artificial price depression unrelated to fundamentals. LONG as a post-spin value play. Comcast retained a 5-year license renewal on CNBC, which Gabelli views as a potential "poison pill" or governance concern.