Think about the brand awareness, marketing savvy, and analytics endeavours they have to manage their movie empire. They're not dropping Billion dollar movies e

Think about the brand awareness, marketing savvy, and analytics endeavours they have to manage their movie empire. They're not dropping Billion dollar movies every few months by accident. On the streaming side they've got multiple tech houses under their umbrella with oodles of experience on all fronts. Naw, Disney has gathered multiple cultural touchstones and is putting them all onto their managed platform. This is a stunning play for a generation of content consumers, and arguably puts everyone else in a race for second place. Speaking of which: an HBO/NetFlix merger has never made more sense...