1. If Comcast Loses Fox to Disney, CEO Brian Roberts Still Has Options

    If Comcast Loses Fox to Disney, CEO Brian Roberts Still Has Options

    Fox's board of directors has set a meeting for July 26 where shareholders will vote on whether to approve the Disney deal, and Fox is urging ...

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    1. We have long admired what the Murdoch family has built at Twenty-First Century Fox. After our meetings last year, we came away convinced that the 21CF businesses to be sold are highly complementary to ours.
    2. If they really need to go after content to make their direct-to-consumer offering more relevant, there are some smaller studios that could be good.
    3. This was something that just happened to come on the market, and I think following AT&T-Time Warner it was an opportunity they couldn't pass up.
    4. If there's content on the market, I mean, I'm sure they'll take a look.
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