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Investing Power Hour #67: Iger Stays At Disney; $MSFT wins vs. FTC; Update on Real Estate Market

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The Importance of Sports Rights in the Streaming World

Sports rights on their own are not that attractive from the streaming perspective. But if you can use it as sort of a loss leader within a more profitable ecosystem, something like what Disney has,. You could afford to run some losses through ESPN, but you're gonna make it up by adding them to the bundle as a whole. So I feel like it's kind of a tough puzzle or it's a tough investment because I don't know where Disney ends up in the streaming world.

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