Alex Morris (TSOH) on $NFLX, $DIS, and the media space (podcast #108)
yetanothervalueblog.substack.com
Alex Morris, founder of The Science of Hitting, returns to the podcast to discuss all things media, including his investment in Disney and Netflix (you can find his first appearance on SPOT here). Please follow the podcast on
Great discussion! Thanks a lot!
This was excellent, my fav discussion in this series I've seen
Thanks for having me on (again) Andrew!
A lot of moving parts in Media right now...