Member Mailing #228: Roku, Netflix, Disney+, and The Evolving Definition of "Gatekeeper" in OTT

How being a "gatekeeper" in OTT ecosystem is moving beyond the cable box

Two topics in today's mailing: (1) Next Steps for PARQOR with the IAC MGM Investment Hypothesis; and, (2) Roku, Netflix, Disney+, and The Evolving Definition of "Gatekeeper" in OTT

Next Steps for PARQOR with the IAC MGM Investment Hypothesis

I really like the IAC investment hypothesis for MGM. Not because it is “right”, but because it is an investment hyp…