Disney - $DIS

"Any scarce resource has a premium to it": Royal Challengers' CEO on IPL value

8 arguments: Why a group including Blackstone paid $1.75B for one cricket team, the media-rights plateau a commentator sees coming, and why the players…

2 hrs ago • The Scuttlebutt

Premier Lacrosse League president: free AI content is what makes live sports scarce

4 insights: The $100M round led by Joe Tsai and Ares, a peak of 1.6M viewers in August, and why he reads the Disney, Paramount and Comcast moves as one…

Sep 16 • The Scuttlebutt

Alex Morris: Buffett's one condition for the book was don't say I was involved

16 lessons: What he missed for two years that broke his Comcast thesis, the Dollar Tree setup he bought at about 10 times EBIT, and what he thinks Greg…

Sep 15 • The Scuttlebutt

Jon Kelly: McAfee got the last ESPN programming head fired

8 insights: Why the $60M deal makes Pat McAfee an owner rather than talent, what College GameDay's demographics did last season, and MS NOW's $7.99…

Sep 15 • The Scuttlebutt

Jason Robins: DraftKings' stock has trailed its own average for nearly a year

5 takeaways: Why he won't give numbers on prediction markets yet, his read on the Kalshi legal fight now at the Supreme Court, and why he calls this a…

Sep 11 • The Scuttlebutt

Henry Tricks: the Saudi fund's new strategy names sports 7 times, 6 of them e-sports

8 lessons: why fans rather than players decide whether a league survives, what killed Michael Johnson's athletics league, and the 50-year lag behind…

Sep 11 • The Scuttlebutt

Chris Winfrey: Charter trades at under 3x next year's free cash flow

7 takeaways: Why video is now only a retention tool, the 40% better churn he says it buys, and the $564 the stock has to reach before his equity grant…

Sep 11 • The Scuttlebutt

Peter Hamby: Hollywood's most bankable stars now average 57.8 years old

8 takeaways: The survey question that ranks who actually sells a ticket, why 3 studios are betting on Johnny Depp anyway, and the Journal's shrug at an…

Sep 2 • The Scuttlebutt

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