Ben Gilbert: belief

Transcript context

…Disney's got me. I'm going to go pay at the end of the year. Try all the episodes. We got to grade it, though, before we go. We do. This is definitely one where we can actually issue a grade. Now, we can only issue here what we think an A+ would be and how that could happen or why that would happen, and here's what an F looked like. We basically painted both pictures in the bull case and in the bear case. To me, the way this truly becomes an A+ is if I hadn't realized until you said it, David, but if a Disney Plus, ESPN Plus, and Hulu replaces the full gamut of the cable bundle which is $50-$70 a month thing, plus replacing some of the old like going and buying VHS movies, plus some of going to movie theater revenue. Now, with a great 4K TV at home, if they're going to drop the next, they probably won't do it for Star Wars, but you could imagine some more to it like drop a Star Wars movie and you just watch it at home. Or they put the live action Lady and the Tramp on [...].…

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