Alex Morris (TSOH) on $NFLX, $DIS, and the media space (podcast #108)
Yet Another Value Podcast
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Marvel Movie Fatigue
Three of the past five marble movies, and they've been some of the lowest rated marblem s, marvel movies to day. Aaser Sanlin: I think it's something to always be thoughtful about. It's a mass of massive bris for this business. And with a, with a d to s offering, assuming a parallel universe where the the ability to drive huge subscriber adoption very quickly doesn't happen.
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