Summary: Disney is the king of story telling, but the market hasn't been buying what the company is selling. Brian Langis recently told a story - https://seekingalpha.com/article/4172855-future-disney-espn - for how Disney will not only survive cord-cutting but thrive. Is a happy ending coming for shareholders? We discuss. Topics covered: 2:00 minute mark - What do we know about Disney already? 7:50 - The strategic outlook for Disney, and the opportunity Brian Langis sees 14:15 - Everybody's worried about cannibalization. How does that play out? 19:00 - What won't change in our viewing habits? And which is better, content or distribution? 28:00 - Break up Disney? Or let the behemoth rumble? 34:20 - The fundamentals, and what kind of stock is Disney? 42:05 - A last plot twist - Mike throws out the risks
