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RB
Randolf Babcock
@randolfbab · 11 Μαΐ

Today may be a good time to buy $DIS, according to reports it lost 4 million subscribers on its platforms in the first quarter, most in Asia.

Προσωπική άποψη μέλους της κοινότητας, όχι επενδυτική σύσταση. Κανόνες κοινότητας

WS
Willard Spencer @willardspencer 11 Μαΐ

I don't see any competitive advantage with Disney that should catapult them anywhere... overall, I'm afraid these companies are still riding that "covid high" when they were doing so well...

RB
Randolf Babcock @randolfbab 11 Μαΐ

I disagree - I see a big advantage in the aforementioned monopoly on fairy tales, where I think Disney is the #1 player. I think they will always benefit from theme parks, merch, etc.

But I understand the concern that any other company can actually do it. Covid hype still plays a part in the price too in my opinion.

BC
Bill Combs @billcombs 11 Μαΐ

I have been looking at it and the price looks very nice and I am considering buying it.

BG
Barrett Gardener @justbarrett 11 Μαΐ

I'd wait a little longer, the price might come down.

RB
Randolf Babcock @randolfbab 11 Μαΐ

I think now is a good time to hold for the long term - I'm almost certain that within a month we'll be back to at least the levels before today's decline.

FM
Filipo Maritinelli @filipomaritinelli 11 Μαΐ

The price is again at very attractive levels. Certainly a good level for a long term holding.

RB
Randolf Babcock @randolfbab 11 Μαΐ

I think so too, and I've added

RR
Rickie Reeve @rickiereeve 11 Μαΐ

I looked at it too, but the price is still unacceptable to me.

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