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Alex Morris (TSOH) on $NFLX, $DIS, and the media space (podcast #108)
Yet Another Value Podcast
The Disney Bundle Is a Good Idea, Right?
The disney bundle, for those who arn't listening, bundles disney plus plus the hoolo. If you subscribe to three individually, subscribe together, it's like 15 dollars per month. I think a huge part of it is just an accident ofof what happened with hulu and where they're sitting now,. Where tomcast still owns a third - i know they're both kind of sitting there and without any signs of moving.
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