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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