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TIP528: Mastermind Q1 2023 w/ Tobias Carlisle and Hari Ramachandra
We Study Billionaires - The Investor’s Podcast Network
Is Disney Like a Railroad?
Enoch: Disney has been my long, long time favorite. I'm a captive subscriber to Disney+, and will be for many years to come till my kids grow out of it. But the reason I'm pitching Disney is it's in a very interesting market or ecosystem. He says they have some inherent advantages that others don't. Enotoch: There are very few other media houses or even the direct to consumer streaming businesses like Netflix or Apple can come up with evergreen content.
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