The Medium from PARQOR

The Medium from PARQOR

Share this post

The Medium from PARQOR
The Medium from PARQOR
Member Mailing #277: Are Disney CEO Bob Chapek's "Top Lieutenants" the Right Fiduciaries for DTC Streaming?
Copy link
Facebook
Email
Notes
More
Streaming (2020-2024)

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.

Sep 08, 2021
∙ Paid

Share this post

The Medium from PARQOR
The Medium from PARQOR
Member Mailing #277: Are Disney CEO Bob Chapek's "Top Lieutenants" the Right Fiduciaries for DTC Streaming?
Copy link
Facebook
Email
Notes
More
Share

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”, …

Keep reading with a 7-day free trial

Subscribe to The Medium from PARQOR to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Andrew A Rosen
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More