Mario Gabelli Weighs in on the Disney-Fox Deal

The transcript discusses Disney's shareholder changes, focusing on a major shareholder's acquisition of 100 million shares. It highlights the financial strategies involved, including a significant transaction with Fox. Bob Eiger's history and role in Disney's evolution are explored, along with the company's content strategy and future plans. The discussion covers Disney's global expansion, direct-to-consumer approach, and the impact on its entertainment and sports sectors.

In what ways could Disney leverage its holdings in Fox for future growth?

What role does direct-to-consumer strategy play in Disney's business model?