Alex Morris (TSOH) on $NFLX, $DIS, and the media space (podcast #108)
Yet Another Value Podcast
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Is It Ok to Let the Office Leave?
M b c u will have to figure out what that means and where they're actually trying to go a long term. It's very hard if ace b o max is going to have sports rights on there, you need a lot of sports rights. How are you actually going to present it? That's why i've always thought he as pam, was a really interesting way,. at least to start an granted, they may have been there because a fooler they couldn't in a way make the point.
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