For millennia, the most popular stories on earth were epic tales of Gods and heroes. Five thousand years later, human culture remains similarly transfixed, albeit on a more modern epic: the Marvel Cinematic Universe.
As Hollywood empties its bank accounts for more TV and film assets, it continues to ignore the most ascendant media category. And it can’t afford to do so much longer.
A framework for how to think about story/IP-based media companies, the upsides and risks in story ecosystems, and the strongest bear case for Disney’s immediate future.
Another day, another box office disappointment. Or record. Or franchise hit. Or franchise RIP. Or indie sleeper. Or indie sleep-with-the-fishes. What's going on?
Following the financial failure of "Solo," many are screaming of “Star Wars" fatigue. But it’s more likely we're seeing the accrued costs of avoidable mistakes stemming from Disney’s prioritization of timelines over creative vision.