How is $DIS consistently considered a stay at home stock? The bulk of #Disney's revenue is the complete opposite of stay at home.

Covid has been challenging for Disney in some ways (amusement parks) and a boon in others (Disney+ streaming).  Once Omicron burns out, I think $DIS will explode.  For most families I know, a Disney park will be their first stop!

$DIS is fair value now. Overvalued at $250. As the COVID become less dangerous, which is is under O variant. People will stampede back to the park.

I think $DIS is overvalued.  Shouldn't be more than $80.

Smart move by #Disney. Hopefully this move opens the eyes of these 2,000 employees to a life not lived in servitude of heavy handed big govt. $DIS

See I thought #Disney was a recovery stock and everything new and great they did with their streaming service was sugar on the icing! $DIS

Interesting... but what is the value of the rest of what #Disney paid Fox 71bil for? Disney MrtCap has been sitting at 210bil area for some time $DIS.

No surprises here. I am betting on $DIS

What's your take on $DIS these days?

I've read that for #Disney, the move into streaming is more about the data it can collect on viewers than the revenue it will generate from subscription fees. Disney can make billions off a single movie (Avengers Endgame, Star Wars, Frozen, etc.). A fortune off related licensing, etc. Streaming revenue is a drop in the bucket. $DIS