Is Bigger Better for Disney?

Joe Magyer, Chief Investment Officer at Lakehouse Capital and expert on the Australian stock market, shares fascinating insights into Disney's massive acquisition of Fox and its implications for the entertainment industry. He discusses the challenges Disney faces, including layoffs and competition in streaming. The conversation shifts to Google's innovative gaming model that enhances accessibility and the implications of big tech's influence in the gaming sector. Additionally, he highlights investment opportunities in Australia, like the promising StoneCo in payment processing.