The Synopsis Interview. Dollar Tree, Dating Apps, & Dynamics of Video Streaming Competition with The Science of Hitting Research
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Jan 14, 2025 Alex Morris, founder of The Science of Hitting Research, delves into the fascinating dynamics of companies like Dollar Tree and Netflix. He discusses the shifting consumer preferences impacting retail and the competitive landscape of streaming services. Morris contrasts Netflix's strategies against those of Disney and reflects on investment philosophies, emphasizing the need for adaptability. He also sheds light on the dating app industry and Airbnb's future directions, while sharing valuable lessons from his own investment experiences with Spotify.
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Netflix Investment
- Alex Morris bought Netflix stock in early 2022 after observing the streaming industry dynamics.
- His prior investment in 21st Century Fox, tied to regional sports networks, informed his understanding of the sector.
Netflix's Content Strategy
- Netflix's original programming push differentiated them from licensed content providers.
- This, along with global content strategy and pricing, positioned them for success.
Disney's Streaming Struggle
- Disney's struggle in the streaming market stemmed from their unclear strategy.
- They were torn between a niche Disney-branded service and a broad Netflix competitor.
