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.

How have Disney's gross margins changed over the years according to the text?

What factors could potentially improve Disney's margins in the future?