CG: Watch Out Disney, Comcast Expands Its Film Business With Dreamworks Acquisition
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 3 May 2016
⏱️ 19 minutes
🧾️ Download transcript
Summary
At $3.8 billion, Dreamworks founder and CEO Jeffrey Katzenberg called the buyout “the deal I’d always hoped would come along.” But after a major restructuring and string of box office disappointments for the animation studio, is Comcast getting its money’s worth?
Transcript
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| 0:00.0 | Comcast wants to learn how to train a dragon. |
| 0:02.2 | All that and more on this Consumer Goods Edition of Industry Focus. |
| 0:05.6 | Thanks! |
| 0:06.6 | Greetings fools, I am Sean O'Reilly. |
| 0:15.0 | Joining you here from Full Headquarters in Alexandria, Virginia. |
| 0:18.5 | It is May 3rd 2016, and I am here in studio with the incomparable Vincent Shen and we're talking all things |
| 0:25.7 | consumer goods how's it going man how are you Sean not too bad so Comcast came out of nowhere and said hey Dreamworks we want to buy you and |
| 0:38.5 | this is probably a long time coming and we'll we'll get into the reasons for that a minute because |
| 0:46.7 | Dreamix for a long time has been a value stock by most measures. |
| 0:51.6 | Plus you know everybody like Shrek and, you know, Madagascar and stuff. But before we dive in, |
| 0:57.0 | did you happen to watch any highlights from the Berkshire Hathaway annual meeting? |
| 1:01.0 | Now, I've seen some of Buffett's comments and I know that you know Michael from our team |
| 1:06.0 | was able to go out and actually attend the meeting. |
| 1:09.0 | He and Gabby did a great show yesterday so for our listeners that you know don't normally listen to the |
| 1:13.6 | financial show, highly recommend doing that. It aired yesterday and it was a really |
| 1:18.8 | good show. Michael Wendt, he was in the press box at Berkshire Hathaway. He brought us back peanut brittle. |
| 1:24.0 | Yeah, so they were able, so please listen in to the highlights from yesterday's episode of |
| 1:28.8 | industry focus, but we wanted to cover some of the highlights at least for, you know, consumer focus companies here. |
| 1:34.0 | So what did you see something? |
| 1:35.0 | So I just, we don't... |
| 1:38.0 | Buffet actually didn't do a ton of talking about consumer goods brands because it's... |
| 1:42.0 | You know, he... Classic Buffett... consumer goods brands because it's you know he classic Buffett investments are |
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