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DIS
12 stories
$196B Market cap · 2026-11-03
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For media enthusiasts, micro dramas are already a major force in Asia and on track to surpass the 2026 China movie box office, while just beginning to reach American audiences and analyst research notes. Are there any winners? Or do we just get a bunch of losers? $NFLX $DIS $GOOG $SKYD https://t.co/genUcJ9Xzd
Netflix’s earnings raise questions about whether its growth profile still merits a franchise valuation, alongside discussion of Disney’s…
Disney trades at 14x FY27 consensus EPS of $7.50 as parks, merchandise and streaming rebuild its franchise flywheel.
TSOH Weekly Roundup covers Ralph Lauren’s $1 billion distribution pullback, Peloton’s $2,195 foldable treadmill and $800 million…
Disney Boosts Prices on Several Streaming Subscriptions $DIS https://t.co/X7Mv5pl7kh
$DIS should be down more, imho. "Then, the AI agent is supposed to help execute those tasks in the background, à la haggling over the phone with insurance companies for better deals, unsubscribing from that streaming service you never use, and sifting through the web for discounts."
Disney grew revenue 7% as buybacks and margins support earnings, but premium valuation, debt, rates, competition and legal risk point to…
The J Thesis Mean reversion idea: $DIS super simple idea here… High quality business (parks, cruises, broadcast network, movies, ESPN, Disney+) Trading at a 25% discount to median earnings multiple while earnings recovery progressing nicely
ESPN remains a disaster for $DIS https://t.co/IHc4sav9Et
Fubo's Hulu Live merger leaves Disney with 70% ownership and resets its 2028 EBITDA target to $300 million; at $10, it trades at 4.2 times…
This is an absolutely brutal chart. $DIS has been a big fat sinkhole for many an investor infatuated with the name (movies! streaming! parks!). https://t.co/vXX9bhWLJZ
New Voss Substack article: The Animation Boom https://t.co/HRQ5KUCF5A by @taylor_hndrson $DIS $TBRD
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