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The Future of Disney and Roblox with Alex from The Science of Hitting (TSOH) Research | Value Investor Chatter | #172
Manage episode 358121793 series 2430352
Content provided by valueinvestor.org. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by valueinvestor.org or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Exclusive Interview with Alex from TSOH Research on Disney and Roblox" - Get an inside look into the research process of one of the industry's most respected investment research firms, as Alex from TSOH Research shares his expert opinions on Disney and Roblox. In this exclusive interview, Alex provides valuable insights and analysis on these two companies, giving you a better understanding of their potential growth prospects.
Episode Outline
(00:00) Value Investor Chatter: Alex Morris on DollarRBLX and DollarDIS
(03:00) "Finding a Job in the Investment Industry: My Experience"
(04:00) "Exploring Alex's Investment Philosophy and Research Service"
(06:00) Exploring Warren Buffett's Long-Term Investment Strategy
(09:00) Investing as Finding a Co-Founder: Examining the Trade-Offs of Value Investing
(10:00) Discussion on Long-Term Investing and Disney's Risk Profile
(12:00) Analysis of Disney's Management Challenges and Long-Term Value Sustainability
(14:00) Discussion on Disney's Streaming Business and Fox Asset Acquisitions
(16:00) Analysis of Linear TV and Streaming Services in the US Media Landscape
(21:00) Discussion on Disney's Content Strategy and Investment Decisions
(25:00) Exploring the Impact of Streaming Services on Sports Leagues
(27:00) Discussion on Disney's D2C Strategy and Ad-Supported Model
(28:00) Exploring Monetization Strategies for Public Companies
(31:00) Analysis of Roblox's Path to Profitability
(33:00) Exploring Roblox's Path to Profitability and Its Impact on the Gaming Industry
(37:00) Conversation on Roblox's Business Model and Revenue Streams
(39:00) Roblox's Expense Structure and Growth Potential
(41:00) Discussion on Disney+ and Roblox with Alex Rodriguez
Socials:
Facebook: https://web.facebook.com/valueinvestor49
Twitter: https://twitter.com/valueinvestor49
TikTok: https://www.tiktok.com/@valueinvestor49
LinkedIn: https://www.linkedin.com/company/valueinvestor49/
Website: https://valueinvestor.org/
--- Support this podcast: https://podcasters.spotify.com/pod/show/valueinvestor49/support181 episodes
Share
Manage episode 358121793 series 2430352
Content provided by valueinvestor.org. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by valueinvestor.org or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Exclusive Interview with Alex from TSOH Research on Disney and Roblox" - Get an inside look into the research process of one of the industry's most respected investment research firms, as Alex from TSOH Research shares his expert opinions on Disney and Roblox. In this exclusive interview, Alex provides valuable insights and analysis on these two companies, giving you a better understanding of their potential growth prospects.
Episode Outline
(00:00) Value Investor Chatter: Alex Morris on DollarRBLX and DollarDIS
(03:00) "Finding a Job in the Investment Industry: My Experience"
(04:00) "Exploring Alex's Investment Philosophy and Research Service"
(06:00) Exploring Warren Buffett's Long-Term Investment Strategy
(09:00) Investing as Finding a Co-Founder: Examining the Trade-Offs of Value Investing
(10:00) Discussion on Long-Term Investing and Disney's Risk Profile
(12:00) Analysis of Disney's Management Challenges and Long-Term Value Sustainability
(14:00) Discussion on Disney's Streaming Business and Fox Asset Acquisitions
(16:00) Analysis of Linear TV and Streaming Services in the US Media Landscape
(21:00) Discussion on Disney's Content Strategy and Investment Decisions
(25:00) Exploring the Impact of Streaming Services on Sports Leagues
(27:00) Discussion on Disney's D2C Strategy and Ad-Supported Model
(28:00) Exploring Monetization Strategies for Public Companies
(31:00) Analysis of Roblox's Path to Profitability
(33:00) Exploring Roblox's Path to Profitability and Its Impact on the Gaming Industry
(37:00) Conversation on Roblox's Business Model and Revenue Streams
(39:00) Roblox's Expense Structure and Growth Potential
(41:00) Discussion on Disney+ and Roblox with Alex Rodriguez
Socials:
Facebook: https://web.facebook.com/valueinvestor49
Twitter: https://twitter.com/valueinvestor49
TikTok: https://www.tiktok.com/@valueinvestor49
LinkedIn: https://www.linkedin.com/company/valueinvestor49/
Website: https://valueinvestor.org/
--- Support this podcast: https://podcasters.spotify.com/pod/show/valueinvestor49/support181 episodes
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Similar to Value Investor Chatter
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
This famously is the year of elections. So the Stephanomics feed has been taken over by our bonus series, Voternomics. It’s a weekly look at the way geopolitics - and elections - are upending the longstanding assumptions of policymakers and business people around the world. Hosted by Stephanie Flanders, head of Bloomberg Economics and former BBC economics editor, former government advisor Allegra Stratton and Opinion columnist and author Adrian Wooldridge.
…
continue reading
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continue reading
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Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
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continue reading
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