Alex Morris (TSOH) on $NFLX, $DIS, and the media space (podcast #108)
Yet Another Value Podcast
The Sports Leags Are Going to Extract More Than Their Economics
There's a lot of bidders who might not be economic. Amazon is willing to light money on fire as they get prime going. Apple making noise now about a potentially trying to get the mba rights. And sunday tickets a massive deal as well. The sports leags are probly going to extract all the economics from them in the end.
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