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Alex Morris on His New Book, "Buffett and Munger Unscripted", and Disney $DIS

This Week in Intelligent Investing

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Navigating Disney's Transformation Post-Iger

This chapter explores the shifting dynamics of the entertainment industry, concentrating on Disney's strategies following Bob Iger's leadership. It analyzes Disney's performance against competitors like Netflix, highlighting challenges in sports broadcasting and the evolution of direct-to-consumer services. The discussion includes insights into ESPN’s transformation, bundling strategies, and the impact of younger generations on sports viewership habits.

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