This chapter discusses Disney's recent acquisition of the remaining ownership of Hulu and the implications it has for their streaming ambitions. The chapter also highlights the success of Hulu in monetizing and the impact of the ad market on Disney. It concludes with the four building opportunities identified by Bob Iger for Disney's success.
Studios struck a deal with actors and now the content engine can start back up again, but will Hollywood be tighter with its spend?.
(00:11) Emily Flippen and Andy Cross discuss:
- SAG-AFTRA’s deal with the film and tv industry, Disney’s deal to buy the rest of Hulu, and Warner Brothers Discovery’s “generational disruption.”
- The Trade Desk’s warning about ad markets, and DataDog showing healthy signs in cloud spend.
- How Adyen is learning how to better play the expectations game.
(19:02) Motley Fool Contributor Lou Whiteman spoke with Brad Jacobs, former CEO of XPO Logistics, about embracing a problem, how a short-seller targeting his company led to a great capital allocation decision, and other lessons from his book How to Make a Few Billion Dollars.
(31:14) Emily and Andy break down two stocks on their radar: Axon and Gartner.
Stocks discussed: DIS, WBD, TTD, DDOG, ADYEY, CPNG, XPO, LLY, IT, AXON
Host: Dylan Lewis
Guests: Emily Flippen, Andy Cross, Lou Whiteman,
Engineers: Rick Engdahl, Annie Pope
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