Blogs

“I constantly see people rise in life who are not the smartest, sometimes not even the most diligent, but they are learning machines. They go to bed every night a little wiser than they were when they got up and boy does that help, particularly when you have a long run ahead of you.” 

Both Comcast and Disney are climbing today.  While one or the other will "win" the bid for Fox, it will be ugly for either the winner or the loser.

Both need the content provider to bootstrap their recent difficulties.  Whoever wins will experience the "Winners Dilemma".