Iger/Chapek article


Very, very good read…

I can say I like the new organization where content makers/divisions at DIS just focus on making the best product while others decide on whether the content hits theaters or streaming or broadcast, etc.

As much as the article seems to say that Chapek is a tougher guy than Iger was, I think the latter probably was a little less affable than his image would imply (you don’t become CEO of Disney without stepping on your fair share of toes).

Regarding getting the stock up to tech-like multiples: agree, that would be nice, but that probably will come more from getting above-the-line costs down than anything else.