Cod Liver Oil Posted 4 hours ago Posted 4 hours ago (edited) https://fortune.com/2026/07/21/michael-eisner-disney-hollywood-gaming-fifa-franchise/ IP is a big theme in our portfolio, but it's not as easy as it looks. Nintendo and Disney are failing miserably at creating shareholder value in spite of owning the best IP in the world. Nike is abysmal. UMG is lame. Dolan and Apple are doing much better at converting mindshare into dollars. IP is not a panacea. Edited 4 hours ago by Cod Liver Oil
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