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

Jul 16, 2023
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Episode notes
1
Introduction
00:00 • 4min
2
How to Be a Better GM on a Daily Basis
04:20 • 2min
3
Matt's Investing Ethos
06:06 • 2min
4
The Lost Art of Connecting in Person
08:00 • 2min
5
Microsoft's Merger With Activision Blizzard
10:15 • 2min
6
Microsoft to Create a Streaming Gaming Business
12:20 • 3min
7
Microsoft and the Gaming Market
15:06 • 2min
8
The Future of Gaming
16:37 • 2min
9
Microsoft's Acquisition of Skype Is a Bad Deal
18:49 • 4min
10
The Overvaluation of Disney's Intellectual Property
22:27 • 3min
11
The Underappreciated Part of Disney's Business
25:06 • 2min
12
Disney's Studio Is in a Lull
26:48 • 2min
13
How Disney Plus Can Scale Back to Profitability
29:10 • 2min
14
The End State of ESPN
31:31 • 3min
15
The Importance of Sports Rights in the Streaming World
34:10 • 2min
16
The Implications of ESPN's League Deals
35:51 • 2min
17
Disney Plus Merging With Other Streaming Platforms
37:43 • 2min
18
The Future of Streaming
40:10 • 3min
19
The Cap Rate Crisis in Residential Real Estate
42:45 • 3min
20
The Future of Commercial Real Estate
45:30 • 2min
21
The Cyclic Economy and the Importance of Inventory
47:36 • 3min
22
The Importance of Inflation in Housing
50:09 • 2min
23
The Problem With Office to Residential Conversions
52:03 • 2min
24
The Difference Between Housing and the Financial Crisis and the Housing Bubble
54:31 • 2min
25
The Cost of Reconfiguring a Building From Commercial to Residential
56:13 • 2min
26
The Coligan Man Wins
57:48 • 2min
27
The Auto Industry's Dynamics
59:26 • 3min