Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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The Transcript Podcast Episode 60: Q1 22 In Review
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Content provided by Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Welcome to Episode 60 of The Transcript Podcast where we discuss the key themes and takeaways from the Q1 2022 earnings calls.
This is a special episode of a recording of a Twitter Spaces conversation we held on Wednesday, 18th May with our guests:
Show Notes
00:00:00 Introduction
00:07:18 Macro Perspective from the Earnings
00:17:27 Historical Context for the Current Market State
00:32:32 The intersection of Tech & Consumer
00:36:48 Valuations
00:41:12 Q2 Outlook & Closing Thoughts
112 episodes
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Content provided by Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Welcome to Episode 60 of The Transcript Podcast where we discuss the key themes and takeaways from the Q1 2022 earnings calls.
This is a special episode of a recording of a Twitter Spaces conversation we held on Wednesday, 18th May with our guests:
Show Notes
00:00:00 Introduction
00:07:18 Macro Perspective from the Earnings
00:17:27 Historical Context for the Current Market State
00:32:32 The intersection of Tech & Consumer
00:36:48 Valuations
00:41:12 Q2 Outlook & Closing Thoughts
112 episodes
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Similar to The Transcript
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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