00:00 Introduction 01:24 Portfolio Update 02:11 Bob Iger Is Back 03:22 Bob Chapek Problem 1. Talent 04:59 Bob Chapek Problem 2. Politics 07:27 Bob Chapek Problem 3. Content 13:48 Bob Chapek Problem 4. Performance 20:46 Is Jim Cramer Actually Right? 22:40 My Disney Holding 24:32 Elizabeth Holmes Sentencing