Alex Morris (TSOH) on $NFLX, $DIS, and the media space (podcast #108)
Yet Another Value Podcast
Is There a Parallel to the Return to the Well?
Disney's content production and ability to create p was faltering. The risk is that you go down the path you went down before, where these things lose there. But we've been hearing about marbl fatigue for at least ten years now,. And it's clearly not not showing in the numbers. It's still as as ever, basically.
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