Disney’s Competitive Advantage Is Its Intellectual Property

During his recent interview with Tobias, Alex @TSOH_Investing discussed Disney’s Competitive Advantage Is Its IP. Here’s an excerpt from the interview:Q3 2020 hedge fund letters, conferences and moreDisney’s Competitive Advantage Is Its IPTobias: Let’s talk about some of the other names you’ve got in there. Disney, you said you got that in the Fox spinoff?Alex: Yeah, I got it. When doing Disney bought the majority of Fox’s assets, you had the option to to take stock, cash or some combo. I took shares as part of that deal. I think part of the thinking now in my mind is, obviously, they’ve relea…

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