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Alex Morris (TSOH) on $NFLX, $DIS, and the media space (podcast #108)
Yet Another Value Podcast
Is Microsof a Good Place to Buy?
If microsof can buy act ivision, i think the natural next step would be for them to go and look to buy. The nice thing about disney is they've got all that great ip which would be perfect to marry with a vid company or video game capabillites. It's so funny, like if we had been talking a year ago, wev ben talking, how many subs can netflicks get to? And now you now you mention it earlier, disney says, hey, it's not 33 billions pend. It's 32 invested, like yosfeg deal. Well, alex morris, founder of sins fitting bessi link
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