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US Inflation Slowdown in Sight
Bloomberg Businessweek
The Cost of Streaming at Disney
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Disney has such incredible content, I feel like. Can they figure out how to make this be a lot more productive when it comes to top and bottom lines? They've got arguably the best content on the planet. And that's why Bob Iyer really has been focusing on the cost side of the business as well as the top line. So if you're an investor in Disney or some of these other big media companies, you're really making a bet on management to execute here.
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