Bradley
๐ค SpeakerAppearances Over Time
Podcast Appearances
And CNN and all these cable channels are going to be trading on it.
And I'd like to know where that stock goes and who they're going to sell it to.
I think it's just going to sit on the market flat because where's the increase in cable subs?
There isn't any.
And they're going to do that.
So Netflix buys the big library from Warner Brothers.
Warner Brothers Discovery creates this.
Their shareholders get a bunch of money.
And then they create this little...
company that they drop on the market to carry all the cable nets.
He turned the corner and he announced profitability and growth.
Beautiful.
And now the board is asking, who wants to be Joe Biden and follow Barack Obama?
And they're going to have a real tough time finding somebody that bridges streaming, getting people back into the theme parks and getting growth on the theme parks, growth under licensing, growth on all the cable nets, including ESPN, which has been laying people off and tightening up rather than expanding.
And then growing the actual movie side of the business, which has had issues as the American consumer says, why do you keep putting these hidden cues in all my kids' movies?
I'm not liking this.
So who wants to be Joe Biden and follow Bob Iger with that playing field and go do it?
I think the board's having a tough time of finding somebody that can navigate that.
What would you do?
Okay, but what would you do?