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472: Step Aside, Bob!

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The Benefits of Keeping Disney Cruise Lines Operating

If you buy Disney and don't take the theme parks you probably shouldn't buy Disney. I'm actually a little surprised that that's not already the case that Disney does Disney own all those ships instead of just subleasing them licensing the content to Cartlehole or something. But fundamentally there is a lot in common in terms of the customer experience and the control and the money making that happens, so it seems like a fit.

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