Streaming: link here. Streaming wars.
Disney:
- Iger is back: here's what happened, a thread.
Hulu vs YouTube.
#1 vs #2 ... or ... #2 vs #1.
DIS has three components: the parks, content, and streaming.
Let's see what Iger does with streaming.
Hopefully Iger will see the "Florida story" as a distraction.
Regardless, I'm not an investor in DIS.
Bob Iger returning to DIS is not a "Steve Jobs returning to AAPL" story.
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