Alex Morris - TSOH Returns
The Business Brew
Value Investors Look at the Right Tail of Outcomes Growth
I think too many people that are attracted to value camp only look down. And I don't think they allow themselves to look up. You know, I was on a chat money pod and I said, think about someone who's paying the Roku tax. If you're a VOD service, you're competing with Netflix. Some of these things will just naturally drive consolidate.
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