Investing Power Hour #67: Iger Stays At Disney; $MSFT wins vs. FTC; Update on Real Estate Market
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The End State of ESPN
The sports business is one where the more that I think about this, the more like almost confused I get. But are we going to go down a path where if I want to watch an NBA game, I have to sign up for the NBA app and then pay whatever? So the question is, who re bundles this? And the only company that makes sense is ESPN and Disney.
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