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Alex Morris (TSOH) on $NFLX, $DIS, and the media space (podcast #108)
Yet Another Value Podcast
Is Pien, Is It a Sperse Bundle?
Piano is one of the most hotly debated pieces of disney younow. Last quarter r p for espn plus four dollars and 73 cents. i believe espn in the legacy bundle gets nine or ten dollars per sub, right? So that's not even every sub does not watch espn. I just don't think we're there yet.
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