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 adaptations are companies like Comcast making in response to changing content consumption patterns?

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Discuss the potential impact of Brexit on Liberty Global as mentioned in the text.

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