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Dave Pell and Andrew A. Rosen posted new notes

On one side of the desk, politicians stood by as Trump personally attacked Kaitlin…
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Michael Eisner's advice to The Walt Disney Company's new CEO: creativity will drive the profits. But Disney's stock is down 25% since…
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I wrote about the anointing of Josh D’Amaro…
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The challenge for D’Amaro is that his skillset is closer to Chapek’s than Iger’s. That did not get in the way of his anointment as CEO. The question for Disney and its investors…” — Andrew A. Rosen
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