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Ep 364. Q&A: Entertainment, Intrinsic Value, Cyclicals, Dark Stocks, and The Too Hard Pile

Focused Compounding

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Isn't It a Good Idea to Merge Two Streaming Services Together?

Ned flix is probably, unfortunately for them, perceived as too important to be smooth sailing the government and all that. I think literally anything that efox does in terms of a movie studios and things like that would bea political issue,. Even if there's no legitimate underlying anti trust issues except for that. Net flicks would not be the one industry wants to test that because it has the de scent of the two large internet companies that have such a hostile attitude towards them  in washington.

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