“Time To Play Offense”, What’s The Plan?, and “A+” for AI 2/8/23
The Exchange
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Is Disney Going to 130 Because of Nelson Pels' Engagement?
Kukun: Nelson Pels' involvement is certainly interesting. But it's important to keep in mind that management already has set out a fairly, I think, attractive roadmap to improving things like putting more power into the content makers and focusing on cost cutting. "I see no reason they need to separate it," Kukun says of ESPN streaming service.
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