Alex Morris (TSOH) on $NFLX, $DIS, and the media space (podcast #108)
Yet Another Value Podcast
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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