
Alex Morris (TSOH) on $NFLX, $DIS, and the media space (podcast #108)
Yet Another Value Podcast
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Comcast or Dish Network?
When the most attractive thing in the market looks like comcast, that's when it's time to sell and raise some cash. "I'm not sure there's a lot of better risk reward than comcasts out there," he says. He thinks brine roberts is knot king o do another sty but gives him the benefit of doubt.
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