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Is Hulu a Good Investment?
Eichor: It's not clear how Hulu assets can play with theme parks and merch. A lot of content that I think is mostly designed to please the critics, he says. Eichor: Disney probably has some leeway there, and then what's the implied budget for content? "I'm a little more optimistic for the reasons that you pointed out me here about Disney+, then about Netflix"