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Alex Morris (TSOH) on $NFLX, $DIS, and the media space (podcast #108)
Yet Another Value Podcast
Would You Rather Be Long Warner Brothers or or for Buffit?
i think at some point paramount will have to be a seller, cause they're so subscale. I'd leave warner brothers or or for buffit. Nep lics getting into video games is on my list, but we didn't headid. What do you think about tecints acquiring te the entertainment companies? Well, the video game party is ad it is perfect. It then opens the door to people at least think there's a possibility there.
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