Alex Morris (TSOH) on $NFLX, $DIS, and the media space (podcast #108)
Yet Another Value Podcast
Will Disney Outperform the Market From Here?
The market is looking at net flicks, warner brothers and saying like, is media investable? The competition is just so hightened. Apple amazon are coming in with unlimited chequ books. Amazon's got that lord of the ring show coming up. Everybody o so you can get those ther real competitors. And then i think the second thing that people worry about is just, you know, if we rewound this pucas forty years you and i would both be in the womb, or pree womb.
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