For this episode of the The Investors Roundtable, our topic is "Streaming Services and the Future of Media." This roundtable was inspired by Activist Investor Dan Loeb's letter on Why Disney Needs to Double Its Streaming Spending, and Chris Bloomstran's letter offering a counterpoint. We're still in the very early innings of the streaming era, and new technological advancements opens the doors to discussions like this about where current firms are positioned, how streaming/technology has changed the media landscape, as well as where could we be headed. A lot of familiar names are chatted about on here, and stay tuned until the very end to hear everyone's first snail-mail Netflix rental, Red Box and Blockbuster rental. Please enjoy!
***ORIGINALLY PUBLISHED ON November 13, 2020 on the SNN Network YouTube Channel***
Joining us today was:
Bill Brewster, Sullimar Capital
Jeremy Deal, JDP Capital Management
Steven Kiel, Willow Oak Asset Management / Arquitos Capital
Francisco Olivera, Arevilo Capital Management