The Walt Disney Company: An Entertainment Emp...

Today we are breaking down Amadeus, the dominant infrastructure powering global travel bookings. If you've used a travel agent or corporate booking system, you've likely interacted with Amadeus's technology—though most of what they do happens behind the scenes in airline operatio ...  Show more

Today, we are breaking down one of the more impressive B2B media businesses I have come across, Doximity. It's been called “the LinkedIn for doctors.” Jim Jones, partner and analyst at William Blair Asset Management, helped explain exactly how Doximity works as a business. Jim ge ...  Show more

Disney shares hit an all-time high after the unveiling of Disney+, a streaming service that’s less expensive than Netflix’s. Uber gets ready for its Wall Street debut. Delta takes off. JetBlue plans for a trip to Europe. And Rite Aid extinguishes its e-cigarette business. Analyst ...  Show more

What I learned from reading Disney's Land: Walt Disney and the Invention of the Amusement Park That Changed the World by Richard Snow.  ---- Get access to the World’s Most Valuable Notebook for Founders You can read, reread, and search all my notes and highlights from every book ...  Show more

We don’t talk about Chapek: https://www.nytimes.com/2022/06/09/business/disney-peter-rice.html?searchResultPosition=5https://www.cnbc.com/2022/06/28/disney-board-votes-to-extend-ceo-bob-chapeks-contract-by-three-years.htmlDoes Aaron have feelings about Bob 2.0?Riley has thoughts ...  Show more

Riley and Aaron discuss Disney's announcement of investing $60 billion over 10 years into their parks, with $1.9 billion specifically going to Disneyland expansions.They analyze what the investments could go towards, like potential new lands, rides, and expansions based on concep ...  Show more