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Alex Morris (TSOH) on $NFLX, $DIS, and the media space (podcast #108)

Yet Another Value Podcast

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You've Got to Trust Us, Right?

i think disney gets more of the marvel shows that they release. They get a lot more buz, cause they do it weekly. People like going to the theatre with their friends and seeing in o doctor strange too,. On a massive screen with great sound, with people that they want to so these experiences have value for the brand... i don't know wher im going. Let's talk it actually nelit. So i decide d that. Decide on that ittle quick. And let's speculate on what's about to happen and how that meet. Like, i do think there's some brand value there.

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