1/ DISNEY betting on inflation
(Weakly akin to Buffett railway buys)
Doing MASSIVE build now before cost of everything rises
$24B on PHYSICAL stuff (rides, parks, hotels, ships) in next 5yrs––including crazy Star Wars + Marvel stuff for fans like hotel w/no windows like a 🚀
2/ Fun facts:
-56 million annual attendees JUST to Disney World
-2x size of Manhattan
-Parks division has $4.5B operating profit ( up +100% over 5 years)
$6.6B from Disney media (ESPN/ABC/etc down -3%)
Worldwide push. The mantra?
Not just “SPECIAL”—it has to be “SPECTACULAR”
3/ Several Lux family companies have educated us about this being a potentially BIG driver for physical x digital security spend.
Not just cyber but PHSYICAL assets digitally connected
cc @EvolvTechnology x @nozominetworks
You can follow @wolfejosh.
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