Monday, November 21, 2022

Disney -- November 21, 2022

Investors.

Streaming: link here. Streaming wars.

Disney:

Hulu vs YouTube.

#1 vs #2 ... or ... #2 vs #1.

 DIS has three components: the parks, content, and streaming.

Let's see what Iger does with streaming.

Hopefully Iger will see the "Florida story" as a distraction.

Regardless, I'm not an investor in DIS. 

Bob Iger returning to DIS is not a "Steve Jobs returning to AAPL" story.

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