From Bob to Bob
Disney mgmt change; Howard Marks' memo
Hello there! My call DIS 0.00%↑ Disney starting to see some positive newsflow after the 3Q22 earnings miss 2 weeks ago.
Firstly, Bob Iger is back, replacing Bob Chapek as CEO. Would highly recommend Disney investors to watch The Imagineering Story on Disney+ (can you really consider yourself a Disney investor if you don’t have Disney+???)
Secondly, Avatar 2 will …
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