bearish

Disney 1Q2022: Knockin It Out of the Park

317 Views10 Feb 2022 23:30
Despite a fantastic Parks quarter, which we think offers sustainably higher profits, the higher competitive intensity in streaming means the SoTP for Disney is $155ish...right where it trades today.
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Aaron Gabin
TMT & Consumer Independent Equity Research Analyst
Obex Capital Research
United StatesInformation Technology & Communication ServicesEquity Bottom-UpThematic (Sector/Industry)
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