Market Mad House

In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche

Does Disney (DIS) have an Economic Moat in Entertainment?

Market Insanity

Is Disney (DIS) a Monopoly?

The monopoly charges will fly against Disney (DIS) because of all the popular characters it will soon own.

For instance, Disney owns all the comic book and animation rights to all the Marvel superheroes. That includes Spider-Man, Captain America, Iron Man, The Wolverine, The X-Men, The Defenders, Luke Cage, Venom, The Avengers, Nick Fury, Ghost Rider, The Hulk, Thor, The Fantastic Four, The Submariner, and Deadpool to name a few.

Additionally, Disney will get the movie rights the X-Men, Wolverine, and Deadpool when it acquires 21st Fox. Hence Disney owns the Marvel and Star Wars universe.

However that is just the tip of the iceberg. For example, Disney will acquire Buffy the Vampire Slayer; and all the Buffyverse characters such as Angel, by purchasing 21st Century Fox. In addition, to Buffy, Disney will also own The Simpsons, Archer, The Aliens, The Planet of the Apes, and Predator through Fox.

This character monopoly gives Disney vast power. For example, Disney forced Sony to add Spider-Man into the Marvel Cinematic Universe.

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