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Soft Landing at Risk?, Stream Team?, and 3 Buys & a Bail 12/1/23

The Exchange

00:00

Media consolidation, streaming services, and the battle between activist investors

Discussion on media consolidation, bundling services, and the future of streaming. Highlights include the Peltz-Disney fight and Disney's potential integration into tech platforms. Market flash on Wendy's and the activist investor battle between Blackwell's and Triane.

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