[QRTEA + DISCA]

A tie up b/w DISCA + QRTEA makes a lot of sense to me. Bundling QRTEA into a DISCA streaming/DTC offering eliminates cable commissions currently paid by QRTEA (up to 5% of sales). QRTEA customer base, consumer data, and e-comm knowhow also helps get DISCA streaming & e-comm aspirations off the ground.

 

Anyone following either name...?

[Real Estate - Compass analysis?]

Is anyone able to link me to a good article/analysis of the impact of Compass (Softbank-backed startup) on the real estate agency business?