A curated basket of publicly traded traditional media companies spanning broadcast, print, and cable sectors.
1 take · first discussed Jan 10, 2026
Private company — no public price to score. We track what they said; valuation-mark tracking is on the roadmap.
The hosts' collective view on traditional media stocks is bearish, represented here solely by Sacks, who holds a medium-conviction negative stance. He singles out the sector as his worst-performing asset, arguing that the unstoppable rise of independent creators on YouTube and citizen journalism is structurally displacing legacy media. He further cites the potential acquisition of Warner Brothers by Netflix as an additional headwind for the space. No other hosts provided theses, so no agreement or disagreement can be noted.
Sacks names traditional media stocks as his worst-performing asset if Netflix does close Warner Brothers, citing unstoppable rise of independent creators on YouTube and citizen journalism displacing legacy media.
my worst performing asset would be traditional media stocks... there is just such an incredible variety of high-quality content that's emerging from independent creators that are leveraging their own distribution platforms through YouTube”1:13:20