David Trainer sat down with Justine Underhill of Real Vision TV to talk about our recent Long Idea “Too Many Positive Catalysts to Count for This Media Giant.”

Watch the interview here

In the interview, David discusses:

  • How management’s focus on ROIC has and will continue to grow shareholder value
  • The importance of content monetization
  • The key flaw in Netflix’s business model that makes it vulnerable to competition
  • Who will win in the age of “cord cutting” and streaming platforms

This article originally published on February 19, 2019.

Disclosure: David Trainer, Kyle Guske II, and Sam McBride receive no compensation to write about any specific stock, style, or theme.

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Click here to download a PDF of this report.

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