As always, loved reading the articles you linked - interesting bit in the Kilar article about his bullishness on CNN+. Thoughts on that? Personally don't see a ton of alpha in the space, especially from one of the mainstream outlets.
As always, loved reading the articles you linked - interesting bit in the Kilar article about his bullishness on CNN+. Thoughts on that? Personally don't see a ton of alpha in the space, especially from one of the mainstream outlets.
I agree- I think it's too niche to do anything, but rolled into a bundle of HBO i think it's a nice value add. Still early though; they could surprise us both with execution!
As always, loved reading the articles you linked - interesting bit in the Kilar article about his bullishness on CNN+. Thoughts on that? Personally don't see a ton of alpha in the space, especially from one of the mainstream outlets.
I agree- I think it's too niche to do anything, but rolled into a bundle of HBO i think it's a nice value add. Still early though; they could surprise us both with execution!