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

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