Motley Fool Money ESPN Isn't Going Anywhere
Sep 12, 2022
Jason Moser, a senior analyst at Motley Fool, shares insights on Disney's D23 Expo, emphasizing the importance of live sports in driving advertising and audience engagement for ESPN. Moser explains why a spin-off wouldn't mirror eBay's situation. Marc Rapport speaks with Joseph Ori from Paramount Capital Corporation, who reveals exciting trends in commercial real estate, highlighting the hot industrial market and its resilience despite rising interest rates. The discussion provides a unique look at shifting consumer behaviors and investment strategies.
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ESPN Spin-off Debate
- Disney CEO Bob Chapek rejected activist investor Dan Loeb's proposal to spin off ESPN.
- Loeb reversed his position after gaining a better understanding of ESPN's potential.
Value of ESPN
- Exclusive content is crucial in the streaming landscape.
- ESPN's exclusive sports content and brand equity make it a valuable asset for Disney.
Live Sports Dominance
- Live sports are a major driver of television ratings, especially pro sports.
- The upcoming Super Bowl ad sales demonstrate the high value of live sports.