Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of FK | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search FK
Shrewd'm.com Merry shrewd investors
Best Of FK | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search FK


Investment Strategies / Falling Knives
Unthreaded | Threaded | Whole Thread (3) |
Author: Philly Tide   😊 😞
Number: of 670 
Subject: Re: DIS
Date: 02/08/2024 11:26 AM
Post New | Post Reply | Report Post | Recommend It!
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.


Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (3) |


Announcements
Falling Knives FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of FK | Best Of | Favourites & Replies | All Boards | Followed Shrewds