Business Model Challenges
The entertainment industry faces significant challenges, with major players like Netflix and Disney struggling to maintain sustainable profits. Aswath discusses the importance of understanding whether a company's issues stem from internal mechanics or a broken narrative when considering succession planning. He highlights Starbucks' shift towards online orders as a logistical nightmare that has disrupted its original coffee shop experience, raising questions about the future direction of the brand.In this clip
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Prof G Markets
Third Quarter 2024 Review — ft. Aswath Damodaran | Prof G Markets
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