Media empires are huge, we are well beyond the move-fast days. Yet, I find it super interesting that Mandalorian season 1 (2019) and Andor season 1 (2022, subsequent season 2 I also loved, but was well underway in production long before current slump) marked a kind of pop culture peak for Disney $DIS. Company could take years to get back on track. New CEO D'Amaro has his work cut out for him. I'd be tempted back to the $DIS shareholder cohort if spin-offs and divestitures were started.
View on X ↗