The Razor’s Edge
The Razor’s Edge
Shortman Studios
The Razor's Edge #12: Disney As The Coronavirus Bear ETF
1 hour 14 minutes Posted Apr 3, 2020 at 9:00 am.
minute mark -The Corona bear ETF
The flywheel is stuck
Long-term effect on consumer behavior in travel
The significance of Bob Chapek's theme parks experience
Cruise lines and international flags
Whither (wither?) the box office?
Box Office as marketing
ESPN - the wild card
Disney+ - the ace in the hole?
The next WFH play
The diversionary business model in a diversionless world
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Show notes
Disney is considered as blue-chip as it gets, but when you break down its famous flywheel - different business lines that all flow together to create the greatest diversions in the world - there's a lot of trouble spread around. Theme parks, box office, live sports, advertising are all under pressure - is Disney + enough to make up for that? We discuss the outlook for the entertainment company.
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