According to @casey_lau, Rich Greenfield of LightShed Partners said DC is the single greatest opportunity in the transaction, highlighting a major monetization gap to close. Source: Casey Lau on X. According to @casey_lau, Greenfield added that DC remains a tiny fraction of where Marvel reached under Disney, implying a substantial benchmark for any deal-related value creation. Source: Casey Lau on X. According to @casey_lau, traders can frame DC’s IP monetization as the key upside lever when sizing the transaction’s equity rerating potential versus Disney/Marvel comps mentioned by Greenfield. Source: Casey Lau on X.