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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Falling Knives
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Author: Philly Tide   😊 😞
Number: of 1166 
Subject: Re: DIS
Date: 02/08/24 11:26 AM
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No. of Recommendations: 3
I liked a lot in the earnings release.

Lots of good movies coming out in the next year.
Partnership with EPIC games (Maker of Fortnite, very popular the the younger generation)
3 billion buyback, 50% dividend increase
Parks & Cruise ships strong
Taylor Swift movie on Disney+ in March
Most importantly, IMO, Eisner seems to be focused on the company instead of fighting with Desantis, Peltz and Elon.
He said that movies' need to focus on storytelling, not messaging. Totally agree.

I am not sure about the new joint venture for sports streaming.
Disney+ & Hulu remain a challenge, but he said they should be profitable by year end.

Lots more room for improvement in the next year. I bought because the chart looked good... I think I will hold the position for awhile.


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