Yesterday afternoon, we hosted a live studio event with Hedgeye Managing Director Andrew Freedman, who heads our new Communications Sector.
We discussed media consumption trends across generations, and how it is impacting corporate strategy and capital allocation decisions of media executives worldwide. Key topics of discussion included Disney's new direct-to-consumer strategy and emerging video/ad platforms such as TikTok and Twitch. We also touched on the dominance of Facebook and Google, risks around data privacy, how well these companies are positioned going forward, and much more.
Demography subscribers CLICK HERE for presentation materials (includes video link, audio link, and presentation slides).