5min chapter

Wall Street Unplugged - What's Really Moving These Markets cover image

Why Netflix is now a value stock

Wall Street Unplugged - What's Really Moving These Markets

CHAPTER

How to Buy a Disney Parks Franchise

Disney has 230 million subscribers. The more subscribers they add, the more the average revenue per user is going to go down and they're going to get crushed. They'll never make money on this division ever in history. But if Disney gets out of this and starts licensing their content, now they become a massive free cashflow machine. You see this sinking ship and Disney keeps going all in on a market that's pretty much in a secular decline now.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode