Walt Disney (DIS) – Get Walt Disney Company Report owns a world-class lineup of intellectual property that no other company can even sort of come close to.
Comcast (CMCSA) – Get Comcast Corporation Class A Report, which competes with Disney in films, theme parks, and television may be in second but it’s a vast difference. This isn’t Coke and Pepsi, it’s Coke compared to RC Cola.
The Disney lineup includes Star Wars, Pixar, Marvel, Disney’s classic animation, the Muppets, Indiana Jones, and more. Owning this IP allows Disney to take away a lot of the mystery from the film and streaming business.
Basically, any Marvel character appears to make for a successful streaming show on Disney+, if not as a film franchise. It’s hard to even name a failed Disney movie or streaming series with 2018’s “Solo: A Star Wars Story” being the only recent example, and that “failure” still took in nearly…
