

ESPN+ Is Going Higher
Jul 18, 2022
Jason Moser and Tim Beyers dive into the recent price hike for ESPN+, exploring Disney's bundling strategy and the leadership dynamics between Bob Iger and Bob Chapek. They also address listener queries about Cerence's investment potential amidst executive changes. Tim interviews Vitaliy Katsenelson on his book "Soul in the Game," highlighting how ancient Stoicism can enhance modern investing. The conversation emphasizes mindfulness and self-perception as crucial elements in making better investment decisions.
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Episode notes
ESPN+ Price Hike and Bundle Recommendation
- Disney is increasing the price of ESPN+ significantly, from $7 to $10 a month.
- Consider bundling ESPN+ with Hulu and Disney+ for better value.
Iger's Regret and Chapek's Extended Contract
- Bob Iger reportedly regrets choosing Bob Chapek as his successor.
- However, Disney's board extended Chapek's contract through July 2025.
Cerence and Leadership Turnover
- Listener Jared Kitt asks about Cerence (CRNC) and its executive departures.
- Jason Moser believes the investment thesis is "in limbo" given the leadership changes.