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Alex Morris (TSOH) on $NFLX, $DIS, and the media space (podcast #108)
Yet Another Value Podcast
Is Media Investible Vers Everything Else?
i don't want to see double diget per capita spending growth, or at least if it's price driven. If you think com cast cable business is worth what charter trades for, which comcast is a better managed business,. It produces more profits, probably got al but if you just made that assumption, you would be buying sky an nbc for 70 billion dollars. i realize we've been running quite long. Ah, look, everything in investing as opportunity calls. And there is the question, which we started the whole podcast with, right? Is media investible vers everything else? But i know you are along com calfs. I know you are heavily invested medium.
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