Alex Morris (TSOH) on $NFLX, $DIS, and the media space (podcast #108)
Yet Another Value Podcast
I Don't Think They Can Figure It Out.
I don't think you can clearly show how this happens in the next to three, five years. If it were a long ways off, which is, you know, from my pective, i thought a long time has been a company like disney coming out and saying, it's doomsday. The other thing i'd say is that s panolinear is north of ten billion. And even with the desend, anispin plus, it's called, 'a billion a year' So the gap at this point is not really close enough where they're going to be able to get there soon.
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