Member Mailing #277: Are Disney CEO Bob Chapek's "Top Lieutenants" the Right Fiduciaries for DTC Streaming?

Both a recent WSJ piece on the Scarlett Johansson lawsuit & the “All-you-can eat” vision being evangelized by Third Point's Dan Loeb suggest the answer is, no.

Key Takeaways

  • Disney CEO Bob Chapek and his “top lieutenants” Alan Bergman and Kareem Daniel may be incentivized to do less — and disincentivized to do more — than they may need to for more continued streaming success.

  • This is evident in last week’s must-read Wall Street Journal article, “How Disney and Scarlett Johansson Reached the Point of No Return”, …

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