Alex Morris (TSOH) on $NFLX, $DIS, and the media space (podcast #108)
Yet Another Value Podcast
Netflicks - The Best Real Estate in the World
For years, i looked at net flicks as this company's crat competition coming all this. And i would always drive to survive that re invigorated f one,. Or my personal favourite, look at cobra, the t v show that was on for two seasons and no one watched it. Puts on netflicks and it instantly becomes a hit. All the shows that netlix picks up from syndication, huge hits. But outside of stranger things and squit games, it doesn't feel like the shows are really breaking out in the same way linninger t v did. If netli can't have those break out hits x good games, x strange or
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