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Alex Morris (TSOH) on $NFLX, $DIS, and the media space (podcast #108)
Yet Another Value Podcast
Is It a Good Bet?
Preston: Paramount is a controlled company run by a manager who i don't think has, like, really executed super successfully. I just saw it paramount, and i don't just gree there's acet value there, but i look at them as a sub scale company where the scale players are available at pretty much just as attractive valuations. If they don't make a deal, their future is dwindling really quickly. They don't have killer franchises. A lot of their ip is locked up in strange way. But h b o mass gets all the south park shows currently. And i just, ye, it's not my pick. It's cheap. He'll probably do well
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