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Content Wars: Roku, Netflix, & Disney
Andrew Freedman, CFA, communications sector head at Hedgeye, explains why the battle between streaming services is set to explode in November.
Featuring Andrew Freedman
Oct 30, 2019 • 22 minutes
Andrew Freedman, CFA, communications sector head at Hedgeye, explains why the battle between streaming services is set to explode in November. In this interview with Jake Merl, Freedman updates his pairs trade on Netflix and Disney, examines why cord-cutting and content wars are bullish for Roku, and notes his outlook for the three stocks. Filmed on October 29, 2019.
Show MoreTop traders unveil their specific plans for cashing in on the market's next move. In these short videos, our traders cut straight to the point and lay out their thoughts on the best risk-reward trades of the moment. Each episode concludes with a visual recap of trade details including profit-loss potential and trade duration.
More EpisodesTop traders unveil their specific plans for cashing in on the market's next move. In these short videos, our traders cut straight to the point and lay out their thoughts on the best risk-reward trades of the moment. Each episode concludes with a visual recap of trade details including profit-loss potential and trade duration.
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