Don’t completely agree..Netflix and Walt Disney are mainly competing with each other in streaming business now..so ones gain maybe others loss unless they both enter a duopoly state..
Alphabet is good but regulatory is gonna be a bigconcern esp with what’s happening in China..I guess there are some aspects which rest of world will follow..esp on how the consumer data is monetized..
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- MickeyLiew·2021-08-18some good points to be taken noteLikeReport
- Sinkie·2021-08-23?LikeReport
- TkLm·2021-08-19Good insightsLikeReport
- Jia92·2021-08-18Makes senseLikeReport