Timothy Stanley: I'm struck by the fact that we're seeing this reversal where you can go back a year or two. When the pandemic was really at its height and parks were shut down partially, if not entirely, it's the media business which is helping to lift the stock. He says in February of next year, Bob Chapick is going to hit his three year anniversary as CEO. And he thinks the Netflix transition is easier than the Disney transition.
The House That Mickey Built appears to be struggling.
(0:21) Tim Beyers discusses: - Disney's 4th-quarter financials disappointing Wall Street - How the media division is dragging down the parks division - Redfin shutting down its home-flipping business and laying off 13% of staff
(14:13) Deidre Woollard talks with Bernie Marcus, co-founder of The Home Depot, about the retailer's early days and other observations from his book "Kick Up Some Dust: Lessons on Thinking Big, Giving Back, and Doing It Yourself".
Companies discussed: DIS, NFLX, RDFN, HD
Host: Chris Hill Guests: Tim Beyers, Deidre Woollard, Bernie Marcus Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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