Whitney Tilson: “Their espn, their television business. This is stagnant…”

“I mean, it's sort of my concern is it smells a little like a value trap. And the things that cause that concern is, one is there's a fair amount of debt. Two is Their espn, their television business. This is stagnant, declining, melting ice cube, perhaps. And they're streaming. Streaming has just become so competitive. They're sort of a strong number two, I'd say to Netflix, but a very distant number two.” (49:25–49:35)

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