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 …