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.

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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

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