What's the Value of Mega Media Franchises?

The transcript discusses the performance of Disney and Time Warner stocks, the impact of Harry Potter on theme parks, and the changing trends in media consumption. It highlights Comcast's adaptation strategy with Netflix, the effects of Brexit on media stocks like Liberty Global, and the potential ITV takeover. The discussion also covers the influence of Game of Thrones on HBO subscriptions and the challenges Disney faces with ESPN due to cord cutting.

What is highlighted as a significant factor in the performance of Disney and Time Warner stocks?

• The number of theme park visitors

• The release of new movies

• Stock selection

• The popularity of theme parks

How are Americans changing their media consumption habits according to the second section?

• They are consuming content through digital platforms

• They are subscribing more to Pay TV bundles

• They are attending more live events

• They are watching more live TV

What is a potential consequence of Brexit for Liberty Global?

• Higher earnings in pounds

• Opportunities for acquisitions

• Expansion into new markets

• Increased stock value

What is a major concern for Disney as discussed in the third section?

• The lack of new intellectual properties

• The competition from new movie releases

• The impact of cord-cutting on ESPN

• The decline in theme park visitors

Which company is mentioned as a potential better investment than Disney?

• Netflix

• Universal

• Comcast

• Fox