Alex Morris (TSOH) on $NFLX, $DIS, and the media space (podcast #108)
Yet Another Value Podcast
Disney, Netfots, Ees Warner Brother's Discovery
netfots is the worst performing stock on that ofty 500, i believe, down 70 % so far this year. Disney's been cught in halve since its pandemic. Ees warner brother, you know, discovery was 90 dollars per share when bill hong was a just driving the stock to the moon in the infinity, squeez. And now that he've done really, i think, acreative deal in the stock is 17 even squeeze out, it's been cut in halves.
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