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
    ·2021-08-18
    some good points to be taken note
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  • Sinkie
    ·2021-08-23
    ?
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  • TkLm
    ·2021-08-19
    Good insights
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  • Jia92
    ·2021-08-18
    Makes sense
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    • diggydog
      Agreed. Well said
      2021-08-18
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