Author Topic: DIS - Disney  (Read 45777 times)

rogermunibond

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Re: DIS - Disney
« Reply #160 on: April 22, 2019, 10:13:46 AM »


Liberty

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GraphadoApp

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Re: DIS - Disney
« Reply #162 on: May 01, 2019, 09:34:19 AM »
https://www.cnbc.com/2019/04/25/comcast-is-pondering-a-sale-of-its-minority-stake-in-hulu-to-disney.html

An indication that they are further positioning themselves to hold a pure play competitor to Netflix? This seems relevant. In a world where streaming platforms (Apple, Disney etc..) are crowding into the market, content ownership and creation will be the differentiating factor. Seems like that earlier graphic highlights the point that content is something the Disney empire has.

I am waiting until after earnings (and the short term noise about the "studios" business) to buy in but I think there is a lot of upside is here.

Liberty

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Re: DIS - Disney
« Reply #163 on: May 06, 2019, 05:34:03 PM »
"Most haystacks don't even have a needle." |  I'm on Twitter  | This podcast episode is a must-listen

investor-man

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Re: DIS - Disney
« Reply #164 on: May 09, 2019, 07:33:46 AM »
I just opened a position, so prepare yourself for at least a 10% drop :)
Ferengi Rule of Acquisition #3 "Never spend more for an acquisition than you have to."

DooDiligence

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Re: DIS - Disney
« Reply #165 on: May 10, 2019, 07:20:19 AM »
Healthcare 32.7% - CVS DVA EW NVO // BRK.B - 20.6% // Media & Communication 8.3% - CHTR DIS

Drinkers & Smokers 7.5% - ABEV MO // Auto's & Oil 12.4% - CLB GPC VDE // Tech 0.0%

%'s held @ MV 06/18/2019 minus 18.3% investable cash

i trumpet my ignorance

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TorontoRaptorsFan

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Re: DIS - Disney
« Reply #166 on: May 10, 2019, 07:47:24 AM »
AAPL, BAC, BAM

Liberty

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Re: DIS - Disney
« Reply #167 on: May 14, 2019, 06:34:59 AM »
https://www.cnbc.com/2019/05/14/comcast-has-agreed-to-sell-its-stake-in-hulu-in-5-years.html

"Comcast agreed to sell its stake in Hulu in five years to Disney and give up its voting rights immediately, according to a press release."
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brk64311

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Re: DIS - Disney
« Reply #168 on: May 20, 2019, 09:02:10 AM »
Anyone has a view about the Star India and Hotsar within Disney, acquired through Fox transction? Star India seems to be the lead video provider in India. HotStar, their DTC product,  has 300M monthly active users. India seems to be poised for a long runway of economic growth and digital video business  growth.

bsned2

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Re: DIS - Disney
« Reply #169 on: May 21, 2019, 11:26:03 AM »
I just opened a position, so prepare yourself for at least a 10% drop :)

LOL!  Same here.