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Rupert, Russell, and a Looming Shutdown
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The Importance of Experiences and Investments in Theme Parks
Amazon and Apple can't open parks because they lack IP for interesting rides. Disney Plus competes with Netflix. People are spending more on experiences. Kids grow up faster than expected. Disney has huge moats around its businesses and can create Star Wars lands. Invest in opportunities, not problems.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode