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Neural Foundry's avatar

You nailed it on Fox's live content stratgey - while everyone else is burning billions on scripted content that gets binged once, Fox's sports and news inventory is DVR-proof and commands premium CPMs. The $63.80 technical level is interesting timing too, given that NFL viewership has been tracking ahead of last year. One thing I'd add: their FanDuel optionality (18.6% stake) gives them a hedge that other traditional broadcasters don't have - gambling integration could unlock another revenue stream as sports betting penetration grows.

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