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 …