The Medium from PARQOR

The Medium from PARQOR

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The Medium from PARQOR
Member Mailing: The Smart Guys Are Getting It All Wrong
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Streaming (2020-2024)

Member Mailing: The Smart Guys Are Getting It All Wrong

Aug 24, 2022
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The Medium from PARQOR
The Medium from PARQOR
Member Mailing: The Smart Guys Are Getting It All Wrong
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Recently, Third Point’s Dan Loeb wrote a letter to Disney management after taking a position in the company, and Liberty Media’s John Malone gave an abbreviated interview to Ben Mullin of The New York Times.

From the PARQOR perspective, I think both Malone and Loeb are getting a core element of the emerging streaming marketplace wrong. But what does “w…

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