Today at 12:30pm - Fireside Chat with Andrew Freedman of Hedgeye (October 18, 2021)

Discussing Netflix, Sinclair and RSNs, Disney, Warner Bros. Discovery, and ViacomCBS

Two years ago, Hedgeye’s Communications Sector Head (Internet, Media and Telecom) and Partner Andrew Freedman invited me on his show.

It has since become an annual conversation, with today’s conversation at 12:30pm (less than one hour from now) being our third.

Andrew’s smart and has a terrific research operation behind him. So you will get some valuable data insights, too!

All PARQOR subscribers will have free access (email address required)

KEY TOPICS

(Note: There will also be a live Q&A session - so come with questions!)

• Netflix and gaming – is there a product-market fit?

• RSNs and direct-to-consumer? Is there a future?

• Does Disney's Chapek have the right hires in place as the mass exodus of Iger executives continues?

• What does a Warner Bros. Discovery look like under David Zaslav?

• ViacomCBS #EndGame