By
Theron Mohamed
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Michael Burry, the investor of "The Big Short" fame.
Michael Burry of "The Big Short" fame said on his Substack that Disney and Pixar create "evergreen content," while Netflix mostly doesn't.
By
Theron Mohamed
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Michael Burry, the investor of "The Big Short" fame.

Ross Gerber Says Apple Should Buy Disney or 'Stop Wasting Time' in Entertainment - Apple (NASDAQ:AAPL)

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Netflix may have an engagement problem. Its enormous back catalog may be the solution.

There have been a number of stories this week about Netflix. And most of them missed the real story.

Laura Martin of Needham estimates that buying WBD would put $83 billion of additional value at risk of disruption from generative…

Media disruption expert Doug Shapiro is writing a book about "infinite content" through his Substack, The Mediator. He talked to…

Wells Fargo analyst Steven Cahall argues in a new research note that focusing on IP and experiences could raise Disney's stock…

Michael Burry Says Warner Bros. Discovery Shows How Value Stocks Can Remain Under Pressure Before Rebounding.