Content Wars: Roku, Netflix, & Disney

Published on
October 30th, 2019
Duration
23 minutes

Content Wars: Roku, Netflix, & Disney

Trade Ideas ·
Featuring Andrew Freedman

Published on: October 30th, 2019 • Duration: 23 minutes

Andrew Freedman, CFA, communications sector head at Hedgeye, explains why the battle between streaming services is set to explode in November. In this interview with Jake Merl, Freedman updates his pairs trade on Netflix and Disney, examines why cord-cutting and content wars are bullish for Roku, and notes his outlook for the three stocks. Filmed on October 29, 2019.

Comments

Transcript

  • NL
    Nick L.
    31 October 2019 @ 13:17
    Loved this interview! Easy to understand, and great to get a perspective on tech / media after so much focus on bitcoin / gold these last few weeks on RV.
  • PG
    Philippe G.
    30 October 2019 @ 22:48
    Excellent! Glad to have learnt about Roku.
  • Nv
    Nick v.
    30 October 2019 @ 12:00
    Great interview. Thank you