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