Motley Fool Money Is Bigger Better for Disney?
Mar 22, 2019
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.
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Disney's IP Acquisition
- Disney's acquisition of Fox's assets brings them valuable intellectual property.
- This strengthens their streaming service and other avenues like parks and merchandise.
Levi's IPO and the Unwashed Jeans
- Levi Strauss, known for its jeans, recently went public with a $9 billion valuation.
- Interestingly, the CEO's claim of not washing his jeans for 10 years raised eyebrows.
Biogen's Trial Failure
- Biogen's Alzheimer's drug trial failure impacted shareholders and patients.
- The failure, while disappointing, can help researchers understand the disease better.
