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Alex Morris (TSOH) on $NFLX, $DIS, and the media space (podcast #108)
Yet Another Value Podcast
I Think It Makes a Lot of Sense That They Should Be Able to Get Pretty Good Money for That
Discovery has said that er pretty consistently now. Hooloo holo has said similar things over time. It's clear that it's the economics are clearly working. So you would be crazy to not at least think about how to participate there.
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