Walt Disney Company (DIS) - Tuesday, Aug 6, 2024
Disney's parks business is being impacted by the pandemic, but strong pre-tax earnings provide some protection for investors
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Revisiting the Disney Thesis
On the corporate front, Disney emerged victorious from its proxy battle with Nelson Peltz and managed to patch things up with Florida Governor Ron...
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Tech Supply Chain Tracker (18-May-2024): AI PC term will be obsolete soon, tech titans predict at pre-Computex event.
Tech titans foresee AI PCs replacing current technology; Disney and Warner's streaming partnership shakes up the market; ASML's innovation drives...
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The Walt Disney Company (DIS): Part 1
Not so long ago, Disney's share price was nearing the $200 mark, despite the pandemic's severe impact on its Parks and Resorts business.
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2023 Shareholder Letter
The last twelve months were, market-wise, interesting. Multiple things have happened that contributed to changes in my thinking-process.
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