Article By:
Tematica Research
Wednesday, April 3, 2024 7:50 AM EDT
Following a day off, the pace of March economic data picks back up today with ADP’s March Employment Change Report and back-to-back looks at the March Services PMIs.
Is Walt Disney's Stock Overvalued Or Undervalued?
I think $DIS is overvalued. Shouldn't be more than $80.
Disney Is Moving 2,000 Jobs From California To Florida—Here’s Why
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
3 Popular Stocks that are Overvalued at Current Prices
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
Fox-Disney Deal Creates A New Greater Fool
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.
Disney Delivers 26.5M Disney+ Subscribers
No surprises here. I am betting on $DIS
Disney’s ESPN Continues To Struggle With Lost Subscribers
What's your take on $DIS these days?
Netflix's Glory Days Are Past
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
Netflix Plays With Pricing And Games To Attract Subscribers
#Disney has a large library and will likely steal some of #Netflix's thunder, but I don't consider it a major threat. It's library still pales in comparison to Netflix and is limited to their own vault of films and TV shows. I expect the number of people who would actually REPLACE Netflix with Disney is relatively small. More likely, people will have both. $NFLX $DIS
Box Office Bust: Revenue Down Nearly 10% Midyear
But not for #Disney; it’s up about 20% from where it was at this time last year. So your article means nothing for $DIS except to prove that it’s the dominant player!
Netflix Whisper Number Showing Confidence
You don't think #Disney's new streaming service will negatively affect the Outlook on #Netflix? $DIS $NFLX