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Competition Comes for Netflix: The Impact of Disney+ on the Streaming Market
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You are invited to join us at a breakfast briefing to hear Neil Macker, CFA, discuss Morningstar’s Economic Moat framework and how to apply it to selecting great companies in the Media/Video games sector. Morningstar has been researching Economic Moats, or sustainable competitive advantages, for more than a decade.
Macker will share the details behind how Morningstar analysts know a Wide Moat when they see it, explain how Moats can improve investment outcomes, and provide specific examples of undervalued Media/Entertainment and Video Game Publishers.
Who Should Attend?
CIOs, Portfolio/ Investment Managers & Senior Analysts at Asset and Wealth Management firms
Attendance is free and doesn’t constitute inducement.
About Morningstar Equity Research – https://www-prd.morningstar.com/products/research/institutional