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28min chapter
TIP610: Mastermind Q1, 2024 w/ Tobias Carlisle and Hari Ramachandra
We Study Billionaires - The Investor’s Podcast Network
Challenges and Strategies at Disney
The chapter delves into Disney's challenges during the pandemic, leadership shifts, and efforts to boost the direct-to-consumer business. It discusses the company's enduring brand strength, focus on new characters, and revenue comparisons, while exploring potential growth traps and the synergies between streaming and theme parks. The discussion also highlights Disney's strategic investments in theme parks, studio creativity, and profitability enhancements amidst market challenges and shareholder activism.
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