Why Light Street Loves Disney

The Tiger Cub sees huge potential in the company’s streaming service.

(Michael Nagle/Bloomberg)

(Michael Nagle/Bloomberg)

Light Street Capital is betting big on cable cord cutting.

“The biggest story of the quarter is the continued shift of entertainment content from cable and satellite television bundles to direct-to-consumer subscription services or over-the-top programming (OTT),” the Tiger Cub stated in its first-quarter letter sent to clients on June 5 and obtained by Institutional Investor.


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