Whitney Tilson: “They're sort of a strong number two, I'd say to Netflix, but…”

“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. And everybody else is just sort of hemorrhaging money other than Netflix in that whole sector. Disney has its great library. I think they'll stay number two.” (49:39–49:45)

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