The following video is part of our "Motley Fool Conversations" series, in which advisor James Early discusses topics across the investing world.

Mattel and Hasbro may appear at odds, but should they be more worried about Amazon.com threatening their lockdown on global toy distribution? James pits that threat against these companies' licensing deals with big entertainment companies like Disney and lets you know how he sees things shaking out.

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This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.