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MarketFoolery

MarketFoolery 10.01.2014

MarketFoolery

The Motley Fool

Money, Business, Motley, Business News, Stocks, News, Investing, Market, Fool

4.71.7K Ratings

🗓️ 1 October 2014

⏱️ 19 minutes

🧾️ Download transcript

Summary

Motley Fool Funds analyst Bill Barker breaks down the business of DreamWorks Animation and Disney’s ability to monetize film-based products. Plus we analyze the FCC’s decision to eliminate the “blackout rule”, the potential for a sports programming bubble, and why our fantasy football team needs a new name.

Transcript

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0:00.0

It's Wednesday, October 1st.

0:04.0

Welcome to Market Foolery.

0:05.0

I'm Chris Hill joining me in studio today from Motley Fool Funds, Bill Barker.

0:09.0

Happy 1st of October.

0:10.0

Why, thank you.

0:11.0

September just flew right by, didn't it?

0:14.0

Uh, yeah.

0:15.0

I think it feels that way for people like you and me because we have human children and they

0:20.0

attend school and the first month of school is just always kind of a blur at least for me anyway.

0:26.0

Yeah well there's a lot a lot of activity and I'm glad to be done with the beginning of the year. We're going to talk about the business of sports and entertainment today, but let's start by dipping

0:38.9

into the full mailbag.

0:40.3

I've got an email from Eric Prisbellic whose name I'm almost certainly

0:45.6

mispronouncing I'm sorry Eric self-identified as listener number one it's

0:49.4

pronounced Eric.

0:50.3

listener number 1,456.

0:54.0

Send an email regarding our conversation the other day on DreamWorks animation.

0:57.8

He writes, the one reason I've stayed away from DreamWorks is their inability to monetize their

1:02.0

movies in a way that Disney has to date,

1:05.0

while maybe their merchandising has increased, I believe, that their ceiling is limited

1:09.0

because of the movies they are releasing.

1:11.0

And he went on to describe an article he had read quoting

1:14.7

an executive at Disney animation who basically used, was talking about an approach that I think

...

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