

How Bob Iger Took Disney’s Stock from $50B to $275B
Nov 29, 2022
Explore Bob Iger's strategic return to Disney and his response to the company's declining fortunes. Discover insights on Disney's successful acquisitions like Marvel and the challenges of adapting to Gen Z's preferences. The hosts debate the merits of potentially acquiring platforms like Twitter and Twitch. They'll also delve into the controversial idea of merging merchandise with gambling strategies to boost revenue. Finally, hear thoughts on revitalizing Disney's brand in a rapidly changing media landscape.
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Marvel Acquisition
- Bob Iger's Marvel purchase for $4 billion is now worth $53 billion.
- This is considered one of the best non-software acquisitions ever.
Gen Z and Sports
- Gen Z's sports consumption habits differ significantly from older generations.
- They prefer short, high-drama clips on social media over live broadcasts.
Customer Loyalty
- Avoid penalizing loyal customers for a company's strategic errors.
- Taxing existing customers during a downturn worsens the decline.