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Andrew Freedman, communications sector head at Hedgeye, made a return visit to Real Vision to discuss how this November will be a critical month in the battle of streaming wars and what the potential outcomes could result in.

Freedman updates his pairs trade on Netflix (NFLX) and Disney (DIS), examines why cord-cutting and content wars are bullish for Roku (ROKU), and notes his outlook for the three stocks. 

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Content Wars: A Real Vision Interview With Andrew Freedman - 11 6 2019 7 22 44 AM