Lutz Muller, Author at Seeking Alpha, discusses analysts' reason for Disney buying assets of 21st Century Fox versus what he believes to be the real reason behind the decision.

Lutz discusses the structural problems in Disney's TV, cinema, and licensing income. He also says issues with theater attendance and cable subscriptions are the biggest reasons for Disney making the deal.

We dig into Disney's control of Hulu with its purchase of Fox assets and what that means for streaming competitors like Netflix and Amazon.