On this episode of Chit Chat Stocks, Brett and Ryan speak with Alex Morris from TSOH Investing Research on the state of the media sector. We discuss:
(00:00) Introduction
(02:09) Major changes in the media sector over recent years
(08:12) Disney's current position
(12:51) The challenges and opportunities in sports
(22:40) Impacts of social media platforms on media consumption
(34:38) The influence of platforms like YouTube, TikTok, and Reels
(44:24) Netflix's content strategy, gaming, and future directions
(47:37) Netflix stock performance and valuation concerns
(55:41) Regulatory and competitive landscape in media mergers
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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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