Part 5/11:
Mike, known as Mexican Iron Man, highlighted the significance of Disney’s financial restructuring efforts including new leadership in the CFO position. He emphasized the importance of clarity around:
CFO appointment: How Disney is framing the new CFO's role, background, and strategic vision.
Dividend policy: Since dividends have been suspended since 2019, expectations are high for a potential announcement signaling fiscal health and shareholder value.
Financial integrity and debt: Questions loom over Disney’s recent refinancing, Hulu valuation, and the costs associated with its investments, especially with an exercise of options related to Hulu potentially costing billions.