Bloomberg Talks Ross Gerber Talks Disney, Tesla
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Feb 2, 2026 Ross Gerber, co-founder and CEO of Gerber Kawasaki Wealth, a high-profile asset manager and market commentator. He challenges Disney's valuation and lays out a plan to split parks, streaming and ESPN. He also critiques Elon Musk’s proposal to merge X, XAI and SpaceX and discusses why consolidation might be driven by funding needs.
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Disney's Parts Outvalue The Whole
- Ross Gerber says Disney's parts are worth more than the whole and the current valuation
Split Disney Into Three Public Companies
- Break Disney into three public companies: theme parks/cruise, streaming/entertainment, and ESPN sports.
- Use exclusive licensing deals to preserve IP synergy while unlocking shareholder value.
Mixed Financials Hurt Investor Confidence
- Gerber sees parks, cruises and streaming as cash-generating and complementary but financially inconsistent together.
- He argues ESPN's economics clash with cruise financials, causing investor confusion.