Disney won’t get rid of ABC; its news division is the company mouthpiece and allows them to create a narrative. That’s especially important because Disney has fallen out of favor with the general public. Morally and financially, people are questioning their interest in the Disney brand. Disney May recover but not for the reasons you’ve listed.
Well it’s underperformed the market drastically over the last 5years. The same management team has been there the whole time…. Not sure why people think it will suddenly turn around when they clearly haven’t learned there lesson
interesting, its on my radar, I haven't done enough research there but I agree there is a lot of fundamental value potential here, its just currently finding its footing with streaming. Who owns more valuable IP than disney?
You always do a great job with analysis. I’m long disney and good to see your support I think the “linear distribution” simply moved to Apple, Amazon’s, and RUclips Content is king
Parents are tired of giving their hard-earned money to woke businesses. Disney can pivot and get back to the core values that made it so successful, but whether or not they have the backbone to stand-up to the alphabet mafia remains to be seen.
Nobody wants non-stop Star Wars, Marvel, etc. You oversaturate the market with the same crap people will get tired of it. They already are.
Disney won’t get rid of ABC; its news division is the company mouthpiece and allows them to create a narrative. That’s especially important because Disney has fallen out of favor with the general public. Morally and financially, people are questioning their interest in the Disney brand. Disney May recover but not for the reasons you’ve listed.
I might buy Disney when it hits $50 ish .
Their self destruction will have stop at some stage , although it hasn’t happened yet .
True, I would do an ultimate streaming subscription of both Disney and ESPN
Agree! Disney is primed to double! I don't really care about how many bags it gets though. So long as it outperforms the s&p I'm good. And it should.
Well it’s underperformed the market drastically over the last 5years. The same management team has been there the whole time…. Not sure why people think it will suddenly turn around when they clearly haven’t learned there lesson
interesting, its on my radar, I haven't done enough research there but I agree there is a lot of fundamental value potential here, its just currently finding its footing with streaming. Who owns more valuable IP than disney?
That is a lot of “if”.
You always do a great job with analysis. I’m long disney and good to see your support
I think the “linear distribution” simply moved to Apple, Amazon’s, and RUclips
Content is king
Overvalued
Parents are tired of giving their hard-earned money to woke businesses. Disney can pivot and get back to the core values that made it so successful, but whether or not they have the backbone to stand-up to the alphabet mafia remains to be seen.
By getting back to core values, this idiot is saying that if they went back to being racist and sexist that'd they be ok. Disney is going to the moon!
Short term problem
Never worth a trillion while you’re alive.