Disney’s Movie Studio Suddenly Looking Good

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The only presentation I heard from Disney (DIS) at last week’s UBS Media Conference came from George Bodenheimer, who heads up ESPN. The story at ESPN is excellent with double digit average growth in operating income through 2009 as most costs and affiliate fees are locked in. Recently, ESPN has been a bright spot while […]

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Company Presentations at the UBS Media Conference

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Here are some brief notes summarizing individual company meetings I attended at last week’s UBS Media Conference in New York. Please make sure to read this post in conjunction with my initial overview comment which was posted last week…

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