It’s Episode 13 of Magic Markets – Disney vs. Netflix. Listen in as @FinanceGhost and I unpack the investment thesis behind these two entertainment behemoths.
We scratch beneath the surface to unpack the drivers of earnings and growth and also have a look at what we think the runway looks like for both companies and how we are approaching our own investments in this space.
It’s an impressive race between the ‘House of Mouse’ and the ‘Streaming Giant’ . It’s a show jam packed with insights and we hope you enjoy it.
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This episode was proudly sponsored by AnBro Capital Investments (FSP 48371). Invest in the Future, Invest in Growth, investinunicorns.com , the Unicorn Portfolio is managed by AnBro Capital Investments.
