Roosevelt Investment Portfolio Manager Likes Disney

The video discusses Disney's recent earnings report and Bob Iger's extended leadership. It highlights the succession risk at Disney and the importance of selecting the right successor, with Sheryl Sandberg as a potential candidate. The video also explores strategic options for Disney, such as splitting the company or acquiring a tech firm. Additionally, it analyzes Disney's financial performance, focusing on gross margins and the impact of business mix shifts, particularly in media networks and ESPN.

What is one of the key risks mentioned for Disney in terms of leadership?

• Succession risk

• Market competition

• Technological advancements

• Financial instability

Which potential candidate is mentioned as a possible successor to Disney's leadership?

• Jeff Bezos

• Elon Musk

• Sheryl Sandberg

• Tim Cook

What is one strategic option discussed for Disney's future?

• Expanding into the automotive industry

• Focusing solely on theme parks

• Merging with a competitor

• Splitting into two companies

What is a concern for investors regarding Disney's potential acquisition strategy?

• Decreasing stock prices

• Overpaying for a technology company

• Increasing competition

• Losing market share

What is a factor contributing to Disney's flat gross margins despite revenue growth?

• High operational costs

• Business mix shifts

• Decreased advertising revenue

• Increased competition