With the leading media moguls hunkered down in Sun Valley this week for the annual Allen & Co. conference just a week ahead of the start of the Q2 earnings season, there's no better time for a frank discussion of how these companies' stocks are faring. Strictly Business hosts Cynthia Littleton and Andrew Wallenstein are joined by Variety Intelligence Platform analyst Heidi Chung for a chat about Disney, Warner Bros. Discovery, Netflix, Comcast and much more.  See omnystudio.com/listener for privacy information.