$DIS & $NFLX
This is why I keep increasing my position every time $Disney (DIS.US)$ dips. They’re bringing in more revenue than pre covid but no where near the numbers of park/cruise visitors. It’ll be huge once covid is behind us, especially when China is fully reopened.
I wish their streaming was doing better content wise. But if you add Disney plus and Hulu together they’re doing pretty well. With a similar market cap to Netflix and Netflix has almost no IP and no parks/merchandise.
Do you choose to buy Disney or Netflix?
$Disney (DIS.US)$ $Netflix (NFLX.US)$
I wish their streaming was doing better content wise. But if you add Disney plus and Hulu together they’re doing pretty well. With a similar market cap to Netflix and Netflix has almost no IP and no parks/merchandise.
Do you choose to buy Disney or Netflix?
$Disney (DIS.US)$ $Netflix (NFLX.US)$
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BC_76 : Dis price movements this week will depend a lot of how is Netflix's results tomorrow. Down can be a lot while upside less significant, from previous two quarters examples. But I hope will be positive than negative, have been stuck for past 1 year plus since buying it. Won't sell till it recovers, perhaps when Dis + turn green in 2024? LoL
Expendabiggles : Covid is the very reasson streaming went nuts, everyone was inside with nothing to do for over a year. No covid, that number drops drastically. Aka, there not enough streaming revenue pie to go around. If disney cannot buy out Netflix (which it can’t) they will NEVER be net positive cash flow for disney+. Losing sum game. To many companies competing for a small space.
Expendabiggles : If disney didn’t have its theme parks to bleed out, they’d already gone bankrupt