Disney Investor Day and Path Forward

Decent article on Disney’s “Investor Day”, essentially recapping its major strategy and change of focus as it shifts to to be a streaming (vice theater) centric company.

I’m a little skeptiical on the growth potential given their market cap is already $321B (vs Netflix’s $230B). There’s also a lot of cannibalization as they grow - a new ESPN+ streaming subscriber is not going to continue paying for it on cable, etc.


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Disney is for kids!


But seriously, idk how much more disney can roll up given their current market value. Might be useful to cash in some gains right now.