Michael Burry contrasts Disney's enduring intellectual property with Netflix's fleeting content. He believes Disney's stories age well and gain value over time. Netflix's popular shows lack the long-term appeal for repeated generational viewing. Burry also noted Netflix's stock decline amid intense competition. He separately discussed…
Michael Burry contrasts Disney’s enduring intellectual property with Netflix’s fleeting content. He believes Disney’s stories age well and gain value over time. Netflix’s popular shows lack the long-term appeal for repeated generational viewing. Burry also noted Netflix’s stock decline amid intense competition. He separately discussed…
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