Yet Another Value Podcast

Alex Morris (TSOH) on $NFLX, $DIS, and the media space (podcast #108)

May 20, 2022

01:15:09

Creator website

Highlights

AI Chapters

Episode notes

Is Netflix on the Rise?

04:29

Is There a Way to Get More Subscribers?

02:50

Is It Ok to Let the Office Leave?

03:47

Introduction

6min

Disney, Netfots, Ees Warner Brother's Discovery

2min

Will Disney Outperform the Market From Here?

3min

Is There a Parallel to the Return to the Well?

4min

Netflicks - The Best Real Estate in the World

4min

You've Got to Trust Us, Right?

2min

I Don't Like Marvel, I Just Like Fixor Stuff

4min

Is There a Way to Get More Subscribers?

3min

I Think It Makes a Lot of Sense That They Should Be Able to Get Pretty Good Money for That

2min

10.

Is Netflix on the Rise?

4min

11.

The Disney Bundle Is a Good Idea, Right?

4min

12.

Is It Ok to Let the Office Leave?

4min

13.

Is Pien, Is It a Sperse Bundle?

3min

14.

I Don't Think They Can Figure It Out.

4min

15.

The Sports Leags Are Going to Extract More Than Their Economics

5min

16.

Marvel Movie Fatigue

4min

17.

Game of Thrones

4min

18.

Is Media Investible Vers Everything Else?

2min

19.

How Do You Weigh the Opportunity Cost?

3min

20.

Comcast or Dish Network?

2min

21.

Is It a Good Bet?

2min

22.

Would You Rather Be Long Warner Brothers or or for Buffit?

4min

23.

Is Microsof a Good Place to Buy?

2min

Ales Morris, founder of The Science of Hitting, returns to the podcast to discuss all things media, including his investment in Disney and Netflix.

Alex's first podcast appearance on Spotify: https://twitter.com/AndrewRangeley/status/1388122956837097482?s=20
Alex's / TSOH substack: https://thescienceofhitting.com

Chapters
0:00 Intro
2:55 What's going on in media?
6:15 What is the market missing with its media bearishness?
8:45 Is media too competitive to invest in?
14:35 Why is Netflix having a problem with breakout hits?
18:30 Can you trust these companies when they say "trust us"?
20:30 Is it true that Alex is a Marvel hater?
22:30 NFLX's move into ad supported
30:05 NFLX's (and the industry's) rising churn
35:00 Why is DIS bundling when everyone else is consolidating into one product?
38:05 Why hasn't Seinfeld broken out on NFLX?
42:30 ESPN's streaming future
49:00 Can you really make a profit streaming sports?
54:15 Is Marvel fatigue real?
58:50 Disney parks
1:01:50 Opportunity cost of investing in DIS vs NFLX vs CMCSA (or something else)
1:06:35 Berkshire buying Paramount