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 Mar 16, 2021
Tuesday Mar 16, 2021
One of our regular areas of focus on the Razor’s Edge is the streaming space, and there are few people who are following that space as closely as Andrew Freedman of Hedgeye. To the point where his name has come up on our episodes more than once. So it was long overdue to have him join the Razor’s Edge to share what he’s seeing.
We focus on what’s going on in streaming and whether all the new entrants will have the endurance to make it in the long-term. We then drill into the story around FuBo, a company that Andrew has been vocally bearish about. We wrap up streaming with a look at Netflix’s next act, and then look into the new emergence of live audio as a competitive opportunity, and wrap up with a few questions sourced from Twitter followers.
Topics Covered
- 3:00 minute mark – What’s interesting about streaming right now, and the rise of the laggards
- 13:00 – Is the streaming winnowing coming?
- 22:00 – The pace and rhythm of great content
- 27:30 – The FuBo bear case
- 33:30 – FuBo’s target audience and other bull case points
- 43:00 – The direction of sports programming and why this won’t be a replay of Netflix circa 2011 or Roku circa 2019
- 48:30 – Netflix’s next act
- 56:30 – The audio space, and/or “Spaces” – Twitter, Spotify, Clubhouse, Facebook
- 1:08:00 – Listener questions – Pinterest in a reopening environment; ROKU vs. TWTR in 10 years; Square buying Tidal; MTCH vs. BMBL
Andrew's work at Hedgeye: https://accounts.hedgeye.com/products/communications_pro/558!559
Hedgeye’s Terms of Service: https://www.hedgeye.com/terms_of_service
Definition of some terms:
- SVOD – Subscription Video on Demand
- AVOD – Advertising based Video on Demand
- OTT – Over the Top, TV delivered over the internet rather than through traditional cable (also an ‘80s movie)
- RSN – Regional Sports Networks
- VMPVD - Virtual Multichannel Video Programming Distributor
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