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
Thursday Oct 10, 2019
Thursday Oct 10, 2019
The streaming video industry is changing by the week. Disney is preparing to make a big splash with Disney+'s launch in November, Apple just announced their entry, and AT&T is trying to supersize HBO's presence in the competitive arena. How will it all shake out, and who might be a big loser as a result? Akram's Razor and Daniel Shvartsman go back in time to Disney's Marvel purchase to figure out what has set Disney apart, and then discuss whether this threat is different from others that Netflix has faced. Topics covered: 2:00 minute mark - Introduction/background 7:00 - What brings you to Disney and Netflix? History of Marvel 20:30 - How can Disney succeed in streaming? 27:00 - What can go wrong? 30:00 - Potential effect on box office, cable, etc. 34:00 - Netflix in depth, background, transformation 40:30 - Wouldn't you bet on Netflix to solve the current issues? 44:00 - How much demand is there for content? 48:30 - How do you remain objective in investing with regard to some of these familiar brands? 54:30 - Problem of too much content. 57:00 - In terms of investing in these companies, what actual numbers matter? 1:00:45 - Is there a rebundling play here? 1:04 - Difficulty in finding "pure play" investments.
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