1. Activist Investor Dan Loeb on Why Disney Needs to Double Its Streaming Spending

    msn.com BoardNews
    Activist Investor Dan Loeb on Why Disney Needs to Double Its Streaming Spending

    Dan Loeb believes that The Walt Disney Company could conquer the world of streaming. But it hasn’t yet, and it might need some help...

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    1. The good news about Disney versus Netflix is this is not Yahoo versus Google, where Google had an insurmountable gain and a network effect where Yahoo was never going to catch up.
    2. What Netflix has is this immense subscriber base that allows it to invest in an enormous amount of content and amortize that to get more subscribers.

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