Walt Disney Co (DIS)

[MaddAussi]

LISTENING: to Igers biography now on my way home from Raleigh. Seems he’s been woke a long time. He’s well liked by John Malone (of Liberty Media) but dang Bob focus on the mouse. Back to basics. Can’t you see HBO and others now are moving away from that activist culture no one will pay to see. Look at white lotus. No one plays lossy gossy with walking the culture line like they do. Disney is for kids not activist. I hate to see Iger go down like this. Kinda like when Michael Isner had to fire Roy Disney from the board - not a good look no matter what you’re politics.