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Why Filling Portfolio Gaps Isn’t Always the Right Strategy
August 24, 2024by Dr Dawkins Brown
When analysts examine media and entertainment companies, they often rely on tables that compare the portfolios of various businesses, such as linear TV, movies, streaming, cable channels, music, and more. These comparisons might suggest that gaps in a company’s portfolio—relative to its competitors—represent weaknesses that should be addressed. However, this approach can be misleading and...
