Valuetainment - March 19, 2026


“Netflix Is Worth DOUBLE” - Bob Iger EXITS As Disney LOSES The Streaming War

“Either You Work For Disney Or You WANT To” - Terrence Howard EXPOSES Disney’s Hollywood POWER Grip “This Goes ALL The Way To The Top” - Joe Kent's Classified Intel Leak PROBED By The FBI

Episode Stats


Length

11 minutes

Words per minute

182.09

Word count

2,133

Sentence count

120

People

Also mentioned:
Bob Iger Michael Eisner Strategic Buys Best Western Josh D'Amaro Bryce Harper Joey Merlino Steve Jobs Eric Trump Strategize Netflix Brandon Chapek Dylan Smith Jeff Tate

Harmful content

Toxicity

3

sentences flagged


Summary

Summaries generated with gmurro/bart-large-finetuned-filtered-spotify-podcast-summ .

Bob Iger steps down as CEO of Walt Disney, the world's largest entertainment company, stepping down after eight years at the helm of the company. In this episode of the podcast, we discuss why Iger is stepping down and why it's a good thing.

Transcript

Transcript generated with Whisper (turbo).
Toxicity classifications generated with s-nlp/roberta_toxicity_classifier .
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00:00:30.000 Bob Iger, okay, I believe he is stepping down today, if I'm not mistaken, if we go to news.
00:00:37.960 Bob Iger at Disney CEO, transformative leader, you know, look at his tenure as a dynamic, transformative leader with an asterisk or two.
00:00:47.660 Yeah.
00:00:48.280 And I don't know if the stories in the articles that we have, but I do know I think today he is stepping down.
00:00:54.660 Tom, thoughts on this?
00:00:55.940 Well, as a dealmaker, Bob Iger got high marks.
00:01:00.000 As building long-term valuation, his report card didn't stand up to Michael Eisner.
00:01:07.400 And the transition, Pat, unless you're walked to the door or you have a heart attack at your desk, who is responsible for a CEO's transition?
00:01:18.080 The CEO and their board.
00:01:19.840 No question.
00:01:20.560 Who has the ability to do that?
00:01:23.040 And Bob Iger now has presided over not one, but two guys that come from the theme park side of it, which I believe is the wrong way to focus.
00:01:35.160 So my asterisk for Iger is, look, Chapek was not the guy, and you were the CEO, and you could have helped influence that.
00:01:43.320 The board just didn't run it down your throat for absolutely nothing.
00:01:46.440 There's too much respect.
00:01:47.720 Could they have had a lot of influence?
00:01:49.020 Yeah.
00:01:49.160 I think Iger will be known as a dealmaker.
00:01:53.040 will be known as a guy that built a great big library of content but he was also the guy that
00:01:58.220 missed a couple spots on streaming um made a couple things on streaming the way disney went
00:02:04.160 through step by step by step by step to acquire hulu which i think is a master class in uh
00:02:10.020 sequential acquisition i love how that turned out and i think he gets credit for that but the
00:02:15.460 transition to theme park and then what's happened over the last eight years is this was just not
00:02:20.080 handled well but i got a lot of respect for the guy and he's a guy i think he'll look back and say
00:02:25.400 man i wish i stayed retired the first time jeff yeah i think disney is just struggling with the
00:02:31.600 change the evolution of the entertainment space and everything else and they had an opportunity
00:02:36.760 here to reset everything which tom's right they should have done it years ago but to really reset
00:02:42.480 their strategy and their focus and they didn't take it so i think they're they're another one
00:02:46.240 of these big corporations that hasn't got the message yet that the landscape has completely
00:02:49.620 change and they need some kind of radical reset to uh first of all where they doing things well
00:02:55.520 or at least they could be doing things well their content library it definitely needs to be reset
00:02:59.180 too but also they need to get with the fact that you know the legacy media is no longer going to
00:03:04.120 be a profitable center for the business uh they should do something about that before it's too
00:03:08.640 late um which they haven't it's just continue to to drag that baggage ever forever forward
00:03:14.820 So I think Tom's right.
00:03:16.860 Bob Iger, tons of missed opportunity.
00:03:19.260 And I think an even bigger missed opportunity
00:03:21.160 with Iger's retirement to go in a radically new direction
00:03:24.160 and reinvent the business.
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00:04:30.540 Iger.
00:04:31.000 Yeah, and you know, we were having dinner with somebody about a month ago
00:04:35.720 who works for Iger.
00:04:37.220 He's one of the guys that's got a massive nine-figure contract with Iger.
00:04:41.600 Super complimentary of him.
00:04:43.280 Defended him.
00:04:43.940 he's a good guy he's this he's that to me uh there's a couple things you got to be thinking
00:04:49.900 about here he was involved in his replacement the first time shapek that came in and then he
00:04:56.700 came back and i'm sure he was involved with the new guy that they replaced him josh what's his
00:05:02.500 last name i'm going to get the amaro uh which i think both of them were from the parks right if
00:05:07.260 i'm not mistaken tom um both of these guys are from parks both of them are from the parks if
00:05:12.740 If Josh D'Amaro fails, Bob Iger will be the first person that found two new replacements that both failed.
00:05:19.120 And failure to me is if he steps down within 36 months.
00:05:22.380 That to me is failure because 36 months is generally the shortest lifespan of hiring a CMO.
00:05:29.540 The lowest lifespan of a C-suite executive a company hires is a CMO.
00:05:34.160 CFO, CEO a little bit longer, and CEOs definitely longer, you know, 5, 7, 10 years.
00:05:38.620 So we'll see how that's going to work out.
00:05:41.040 They say you're judged by, to judge how great of a father you were,
00:05:47.120 you don't judge it based on your kids.
00:05:48.980 You judge it based on your grandkids.
00:05:51.060 Well, let's see what happens there.
00:05:52.600 Maybe they do it right, maybe they do it wrong.
00:05:54.340 But in the business economic side, Rob, can you pull up,
00:05:57.940 what is the difference in valuation between Disney and Netflix?
00:06:01.420 What is Disney worth, valuation versus Netflix?
00:06:04.300 So Disney is worth, as of right now, what's the market cap as of right now?
00:06:08.720 Now, if you just go to their stock, let's just say $180 billion today.
00:06:11.400 Perfect.
00:06:12.360 What's Netflix?
00:06:14.700 Let's look at Netflix where it's at right now.
00:06:16.560 Netflix valuation.
00:06:18.640 So Netflix is worth $400 billion.
00:06:26.900 Just over two acts.
00:06:27.760 Disney is worth $185 billion.
00:06:32.120 Netflix got started in 1997 selling DVDs,
00:06:36.600 and they didn't get into streaming until 2007, I don't know what it was,
00:06:41.320 many, many years later.
00:06:43.180 Disney got started what year?
00:06:45.320 1923.
00:06:46.480 Disney's been around for 103 years.
00:06:49.120 Netflix has been around for roughly 29 years.
00:06:52.060 Netflix valuation, two times them.
00:06:53.900 Watch this.
00:06:54.900 Netflix has never bought any major asset.
00:06:57.680 Even recently when they moved away from Paramount,
00:07:00.920 they're like we're builders we don't need to buy anybody the philosophy with disney was they went
00:07:05.980 and bought companies now what companies did disney buy let me give you some names here tom we've
00:07:10.720 talked about it many times they bought pixar which was steve jobs's company toy story they bought
00:07:16.280 marvel that came with avengers iron man spider-man all of that right they bought star wars they bought
00:07:21.640 indiana jones they bought x-men they bought avatar they bought simpsons they bought hulu
00:07:25.320 Okay, you got ABC, Strategic Buys, ESPN, you got Miramax.
00:07:32.740 I can give you so many lists of things.
00:07:35.280 Even though they bought all of those companies,
00:07:39.000 they're still less than half the price of Netflix.
00:07:44.540 They bought brands.
00:07:46.080 They didn't buy creativity.
00:07:48.000 They didn't buy businesses.
00:07:49.220 They bought brands.
00:07:49.740 That's the point.
00:07:50.320 That's the point.
00:07:51.480 And so the opportunity here lies to think about if you're just going to go up and buy up everybody and you're going to stop building, it's okay to buy up everybody while you're still building.
00:08:05.420 Maybe critics could say, you're a great deal maker, but Netflix beats you.
00:08:11.400 And that's just the reality of it.
00:08:13.020 What happened with Netflix?
00:08:14.140 And Netflix did it without buying up everybody.
00:08:17.460 They just said, hey, we're going to buy shows.
00:08:18.980 We're going to buy this.
00:08:19.560 We're going to buy that.
00:08:20.180 in my eyes, he's one of the better executives
00:08:22.740 we've had the last 40 years. I've studied his stuff
00:08:24.560 many times. I'm actually a fan
00:08:26.660 and I hope he enjoys his next
00:08:28.580 ride that he's going to go on, the
00:08:30.620 actual final ride of a lifetime
00:08:32.600 and gets involved and he's probably
00:08:34.620 going to get him on some charities and helping out with some
00:08:36.620 presidents and sitting on certain boards
00:08:38.680 so we'll see what happens there. Owns a soccer team.
00:08:41.620 Yeah, he's not
00:08:42.740 going to be, he's going to have time
00:08:44.300 on his hand to do stuff, but I don't see him being a guy
00:08:46.580 that's going to sit around. Brandon.
00:08:48.460 Yeah, I mean, they haven't had a – it makes me think of that video you made a long time ago called –
00:08:52.080 I think it was How to Strategize as an Entrepreneur.
00:08:54.280 And you spoke about how there's linear growth and exponential growth.
00:08:57.500 And it makes me think of the next innovative campaign category with the exponential growth.
00:09:02.440 I mean, when's the last time they've had an explosive innovative campaign?
00:09:06.640 You can't think of anything with that.
00:09:08.020 So, like I said, no creativity, not building anything, just trying to acquire things that are already built by others.
00:09:13.800 So, yeah, I'm not too impressed with them as a CEO, but I think if they get hungry again, if they try to, like, get bold and take some risks, which they haven't taken risks in a while.
00:09:25.540 They've been in, like, preserve and survival mode.
00:09:27.360 If they take some risks, then they could do some things.
00:09:29.340 That's a scary thing to do.
00:09:31.000 They need to blow things up.
00:09:32.620 You need to do it.
00:09:33.660 They need to reset.
00:09:34.280 I mean, you know, Jeff talked about it earlier, you know, risks and gambles.
00:09:37.720 You've got to take some of that, right?
00:09:38.940 Yeah.
00:09:39.520 And if the president's doing it at the political level, at the highest job,
00:09:44.120 sometimes some of these other companies, as big as they are,
00:09:46.120 they have to sit there and realize America's a bigger company than you.
00:09:48.500 Maybe you ought to be able to take some risks.
00:09:49.900 And I do want to talk to you guys about something.
00:09:51.940 A lot of you guys DM me and message me and say, hey, you know,
00:09:55.260 how do I become a member of the cigar lounge, the boardroom that you have here?
00:09:58.640 Last night, I can't tell you how many people were here
00:10:01.340 watching the great game of Venezuela against U.S.
00:10:04.640 When Bryce Harper hit the home run, I mean, it was beautiful.
00:10:09.180 and I was I'm like this is the moment my son Dylan called it that he was going to hit the home run
00:10:14.180 he hit the home run but then we fell one short and the score ended up being 3-2 uh congratulations
00:10:20.960 to Venezuela I know how much this means to Venezuela Venezuela's had a great 2026 some
00:10:26.520 may call it the greatest year 90 days Venezuela's had in 20 30 40 years is what people are talking
00:10:33.600 about the way they're celebrating so congrats to the venezuelan team uh as much as i'm uh was
00:10:39.340 rooting for america i want to judge to hit that home run and have that victory but you got to
00:10:43.220 recognize it a ton of people were here watching it you know just yesterday i did a podcast with
00:10:48.520 joey merlino here the the allegedly rob we have to say this correctly the allegedly boss of the
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