Alex Morris (TSOH) on $NFLX, $DIS, and the media space (podcast #108)
Yet Another Value Podcast
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Introduction
To day's episode is sponsored by tegus. If you like this podcast, it mean allots me if you could rade it, review it, subscribe to it wherever you'relistening with me. To day, i'm happy to have my friend alex morris on the show. He runs a concentrated portfolio in some of the best business there. We are going to out a bunch of media stocksa a bunch ofMedia stocks to day. O fyew, please just remember, nothing on this podcast an investing advice. Do your own work.
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