Netflix, Disney, And Investing In Media In 2026, With Alex Morris (NFLX, DIS)

Aug 12, 2026 · 1h 3m

Coming soon to iPhone. Already have it? “Listen in Starcast” takes you straight there.

About this episode

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/⁠…