64d ago

US biggest investor thinks that Netflix makes milk, while Disney makes wine

Michael Burry contrasts Disney's enduring intellectual property with Netflix's fleeting content. He believes Disney's stories age well and gain value over time. Netflix's popular shows lack the long-term appeal for repeated generational viewing. Burry also noted Netflix's stock decline amid intense competition. He separately discussed software companies' resilience in the AI era.

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US biggest investor thinks that Netflix makes milk, while Disney makes wine

rss:toi-topinternational64d ago kagi ↗

Michael Burry contrasts Disney's enduring intellectual property with Netflix's fleeting content. He believes Disney's stories age well and gain value over time. Netflix's popular shows lack the long-term appeal for repeated generational viewing. Burry also noted Netflix's stock decline amid intense competition. He separately discussed software companies' resilience in the AI era.