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TIP528: Mastermind Q1 2023 w/ Tobias Carlisle and Hari Ramachandra
We Study Billionaires - The Investor’s Podcast Network
Disney and ESPN Plus Hulu
Disney has other sources as well to reach to customers. The biggest risk for them is if they continue to be in businesses that are not their core strengths like sports, says Boulden. And the second risk is that their exposure to the general economic weaknesses can all go down when there is economic weakness. But one of the key things to watch out in case of Disney is are they able to still churn out good creative contents? I think that is their IP.
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