Ross Gerber

So I get when you're making a movie, you want it to go through the streamers.

But I'm saying keep that all together.

And then they license the all their IP to the theme parks and resorts anyway.

So it would just be an exclusive licensing agreement.

I think it's actually quite simple.

I think the real issue is extracting value from the very valuable assets and IP that Disney has while everybody's fighting over crappy IP and in assets like Disney has the best assets in Hollywood.

So, you know,

I don't know.

I just don't think they have a future.

The market's saying like, wait, we don't see this future that you're making for us.

Iger's ready to leave.

So I actually think this story is pretty interesting because the entertainment business is never going to be the same after this merger goes through.

And I don't know what it looks like on the other side.

One more company.

Yeah.

I mean, I love the parks and resorts and cruise business.

I mean, that business is killing it for them.

It's tons of cash flow.

Like people love the cruises.

They just launched a few ships.