we joke and kid about how "bad" Disney is but in reality they have a great product if put in the right hand/hands which i agree with you eventually you will see happenMy hunch is that’s the only thing they’ll want…and they’ll never admit it.
The answers to your questions are “yes” and “yes”
The buyer…apple, Amazon, meta and google being the logical flyer options…will hold more and more leverage because all of iger’s initiatives are failing now.
They’re gonna be sold. It’s inevitable. Maybe 1 year, 5, 20…it’s coming.
The question is will they break themselves up before or after?
Hard to say
A tech company won’t want to run parks…they’ll sub it and collects no overhead fees.
All of Wall Street knows this…I’m not using the force here