The Razor’s Edge is an investing podcast that combines a prop trader’s viewpoint and deep-dive fundamental research to provide a unique take on the markets. The show is co-hosted by Akram’s Razor, a trader, tech enthusiast, meat lover, Marvel fanboy, battle tested activist short-seller and humble market servant, and by Daniel Shvartsman, VP of Content at Investing.com and someone who has seen thousands of investing pitches and ideas and how they play out over the past decade. The duo start with a theme or idea from Akram’s investing, then break it down to understand what goes into the idea, what could go wrong, and what else investors and traders need to know. They also interview industry leaders, executives, and other investors to get a wider perspective. The show has thousands of listeners around the world.
Episodes
Tuesday Nov 24, 2020
Tuesday Nov 24, 2020
Famed activist investor Daniel Loeb wrote a letter to Disney management arguing that the time to go all in on streaming is now. We've been following the streaming wars pretty closely, and we decided to break down the letter and then reconsider Disney and Netlfix's positions a year after Disney+'s launch, and 8 months into a pandemic that has accelerated the streaming game. The question came down to 'what battleground do these companies want to actually fight on'?
Topics Covered
- 2:15 minute mark – The need for capital and Disney’s studio business history |
- 10:00 – The SaaS parallel and Disney’s flywheel |
- 16:30 – The new bundle, different from the old bundle? |
- 24:30 – The 5d Chess around the streaming wars |
- 27:00 – How enduring is the event model, theaters or otherwise? |
- 30:00 – Costs in the new content world |
- 35:45 – the looming presence of the big fish and how much growth is there still out there |
- 43:00 – Takeaways for Netflix and Disney |
- 53:00 – What sort of game are we playing |
Works cited or that are relevant:
- Daniel Loeb's letter to Disney - https://www.scribd.com/document/479149667/Third-Point-Letter-to-Disney-October-2020
- Akram's Razor's reaction piece - https://seekingalpha.com/article/4380091-disney-field-of-streams
- Doug Shapiro - https://medium.com/swlh/one-clear-casualty-of-the-streaming-wars-profit-683304b3055d
- ProPublica - https://www.propublica.org/article/meet-the-customer-service-reps-for-disney-and-airbnb-who-have-to-pay-to-talk-to-you
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.