PERSON DIRECTORY
Alex Morris
Alex Morris appears in 3 indexed conversations across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
A tour through the media landscape with TSOH's Alex Morris
Netflix’s abandoned Warner Bros. bid exposed a discipline test: Alex Morris judged the price excessive because it transferred value Netflix itself would create to WBD shareholders.Paramount Skydance now faces a $100B+ integration in which linear businesses contribute over 50% of revenue and roughly 80% of EBITDA, after WarnerMedia-Discovery missed every major projection.Netflix may respond by accelerating sports and international expansion, while execution, regulation, and the unresolved reason for its withdrawal remain key watchpoints.