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	Podcast:		Yet Another Value Podcast
	Episode:		Alex Morris (TSOH) on $NFLX, $DIS, and the media space (podcast #108)
	Category:		Business
	Duration:		01:15:09
	Publish Date:		2022-05-20 14:00:00
	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
	Total Play:		0