Episode 122 — From Intel to Disney
Ben and James discuss the Theory of the Conservation of Attractive Profits, Intel, Netflix, and how it all applies to Disney. Presented by MailChimp Links Ben Thompson: Disney’s Choice — Stratechery Ben Thompson: Disney Follow-up — Stratechery Daily Up...
August 26, 201759m 5s
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Show Notes
Ben and James discuss the Theory of the Conservation of Attractive Profits, Intel, Netflix, and how it all applies to Disney.
Presented by MailChimp
Links
- Ben Thompson: Disney’s Choice — Stratechery
- Ben Thompson: Disney Follow-up — Stratechery Daily Update
- Ben Thompson: Aggregation Theory — Stratechery
- Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery
- Ben Thompson: The Truth about Windows Versus the Mac — Stratechery
- Ben Thompson: ESPN: From Franchise to Business — Stratechery Daily Update
- Warren Buffett: 1991 Letter to Shareholders — Berkshire Hathaway
- Ben Thompson: Netflix Goes Global — Stratechery Daily Update
- Ben Thompson: Correction the Netflix Story — Stratechery Daily Update
- Ben Thompson: Disney Shifts to Streaming, Disney Versus Netflix, ESPN — Stratechery Daily Update
- Ben Thompson: Apple’s Organizational Crossroads — Stratechery
- Ben Thompson: TV Advertisings Surprising Strength — and Inevitable Fall — Stratechery
Hosts
- Ben Thompson, @benthompson, Stratechery
- James Allworth, @jamesallworth, Harvard Business Review
Podcast Information