Alex Morris (TSOH) on $NFLX, $DIS, and the media space (podcast #108)
Yet Another Value Podcast
How Do You Weigh the Opportunity Cost?
How do you weigh the opportunity cost in between all three? For me, that's a massive part of thinking about ok yo. If one of these business is basicly unkillable for lack of a better term, and it's its going to generate at least reasonable returns. So i think tom cast is probably the one that i view as being particularly cheap right now. The marvel risk is probably one of the mosta prominent examples of that, just that ip losing its relevance. And then we go through the delinear p t v transition to what looks like a different version of the bundle,. At some point, this might mean that they're better, but it might take ten years
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