Disney is mentioned as an underperforming competitor to Fox, burdened by streaming costs and less favorable distribution deals.
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$FOX dropped 25% buying $ROKU. Is the market wrong? | Accrued Interest
Jun 28, 2026
The podcast discusses the Fox-Roku deal, with Simeon McMillan expressing a bullish view on the merger, particularly on Roku, despite the market's negative reaction to Fox's stock. They also briefly touch upon Spotify, Google, and Meta.
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Meta is mentioned as part of a group of companies to be discussed.
Google is mentioned as part of a group of companies to be discussed.
Spotify is mentioned as a topic to be briefly discussed at the end of the podcast.
Simeon McMillan is very bullish on Roku, seeing it as a great opportunity within the Fox-Roku merger.
Fox's stock dropped 25% following the announcement of their deal to buy Roku, indicating market disapproval.
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ROKUbuy opened Jun 28, 2026
+6.67%