Ben Gilbert: evaluation

Transcript context

…Yeah. And let's give that a greater canvas to paint on. Yeah. It's pretty interesting reflecting back on these. What a tear Iger was on, identifying tier A+ intellectual property franchises that had running room ahead of them and building the stable. Because now Disney owns so much of it that there's not much left. I mean, there's Harry Potter, there's the Nintendo universe. There are a few things left, but Iger kind of saw this before anyone else, went in with a bigger checkbook than I think a lot of people would have been willing to go in with, diluted Disney to do it. These were stock acquisitions, or much of it was, but now they own these things. It's also fun to sort of speculate on why Lucasfilm and Marvel were lower price tags than Pixar was, like dramatically lower. Lucasfilm seems easy to me in that it certainly hasn't generated as many returns as— Yeah, they didn't have any movies in production.…

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