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

1

Introduction

00:00 • 6min

2

Disney, Netfots, Ees Warner Brother's Discovery

05:41 • 2min

3

Will Disney Outperform the Market From Here?

08:03 • 3min

4

Is There a Parallel to the Return to the Well?

10:45 • 4min

5

Netflicks - The Best Real Estate in the World

14:26 • 4min

6

You've Got to Trust Us, Right?

18:07 • 2min

7

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

20:28 • 4min

8

Is There a Way to Get More Subscribers?

24:20 • 3min

9

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

27:10 • 2min

10

Is Netflix on the Rise?

29:19 • 4min

11

The Disney Bundle Is a Good Idea, Right?

33:48 • 4min

12

Is It Ok to Let the Office Leave?

37:38 • 4min

13

Is Pien, Is It a Sperse Bundle?

41:24 • 3min

14

I Don't Think They Can Figure It Out.

44:42 • 4min

15

The Sports Leags Are Going to Extract More Than Their Economics

48:45 • 5min

16

Marvel Movie Fatigue

53:20 • 4min

17

Game of Thrones

56:58 • 4min

18

Is Media Investible Vers Everything Else?

01:01:06 • 2min

19

How Do You Weigh the Opportunity Cost?

01:02:57 • 3min

20

Comcast or Dish Network?

01:05:33 • 2min

21

Is It a Good Bet?

01:07:26 • 2min

22

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

01:09:26 • 4min

23

Is Microsof a Good Place to Buy?

01:13:14 • 2min