Ben and James discuss the Theory of the Conservation of Attractive Profits, Intel, Netflix, and how it all applies to Disney. Presented by MailChimp Links Ben Thompson: Disney’s Choice — Stratechery Ben Thompson: Disney Follow-up — Stratechery Daily Update Ben Thompson: Aggregation Theory — Stratechery Ben Thompson: Netflix and the Conservation of Attractive Profits — Stratechery Ben Thompson: The Truth about Windows Versus the Mac — Stratechery Ben Thompson: ESPN: From Franchise to Business — Stratechery Daily Update Warren Buffett: 1991 Letter to Shareholders — Berkshire Hathaway Ben Thompson: Netflix Goes Global — Stratechery Daily Update Ben Thompson: Correction the Netflix … Continue reading Episode 122 — From Intel to Disney