The biggest criticism against Disney is that it hasn't used strategic acquisitions to leverage franchises,
More Quotes from Jeffrey Logsdon:
There are just under 4 million shares short right now, so there's some pain out there for somebody.Jeffrey Logsdon
MTV's constituency is probably more accustomed to outlandish behavior than the prime demographic for a Super Bowl audience, ... Wall Street would look at that (the controversy and any fine) more as a one-time event, not as a change in underlying earnings power.
Jeffrey Logsdon
The music division is now going to be doubled in size. They're going to be the leading music company in the world.
Jeffrey Logsdon
Management makes a very impressive presentation of taking this company and building what is arguably the last pure-play franchise in the filmed entertainment business. Certainly the chairman of the firm has a history of turning companies around, and there's no reason to think he won't do that here too.
Jeffrey Logsdon
The filmed entertainment business has just gotten tough,
Jeffrey Logsdon
I think cost-cutting is an element of Fox thinking, if you listened to Rupert Murdoch's last few diatribes to Wall Street, ... The costrating benefits equation didn't make it onerous to let him go early.
Jeffrey Logsdon
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