CNBC: Bill Smead on the Shift in Streaming Wars

The first act of the streaming wars saga is over — Netflix’s fall from grace has ushered in the pivotal second act

By Alex Sherman

For more information go to www.cnbc.com.

Stocks mentioned: DISCA; DISCK

The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance is no guarantee of future results. The securities identified and described in this article do not represent all of the securities purchased or recommended for our clients. It should not be assumed that investing in these securities was or will be profitable. A list of all recommendations made by Smead Capital Management with in the past twelve month period is available upon request.

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