Comcast Investors' Best Scenario Is Loss of Fox and Sky, Says Moffett

The video discusses Comcast's bid for Fox and the investor sentiment that it was a good move for Comcast to not acquire Fox. Investors prefer Comcast to focus on being a cable company. The discussion then shifts to Disney's potential strategies regarding Fox and Sky, considering the financial implications and strategic value of acquiring Sky. The video concludes with the uncertainty of Disney's next steps and the potential outcomes of their decisions.

What was the initial reaction of investors regarding Comcast's bid for Fox?

What does the speaker suggest would be the best-case scenario for Comcast?

How does the speaker perceive Disney's potential actions after gaining certainty about Fox?

What are the implications of the debt involved in Disney's acquisition strategy?

What options does the speaker suggest Disney might consider regarding the Sky deal?