Netflix, Disney, And Investing In Media In 2026, With Alex Morris (NFLX, DIS)
About this episode
The episode discusses the current state and future of the media sector with insights from Alex Morris.
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 TSOH Investing Research: https://thescienceofhitting.com/ ***************************************************** Subscribe to our newsletter, Emerging Moats: emergingmoats.com ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. …
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Interactive Brokers, Fiscal.ai
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