BrianLo
Well-Known Member
So, if not for poor investment/acquisition strategy, $DIS is actually pretty healthy and fairly priced at a below par position?
Basically, on that one corrected metric at least. I’m not sure what impairments could rear their head moving forward. But the Q4 YoY lapse is definitely in their favour. Both between content impairment and the much stronger box office.
Though of course this is all priced in already. It’s DTC movement (or lack thereof depending on your beliefs) that’s really going to determine the companies moderate term course.