I made an additional investment in Disney as signs of a turnaround are becoming clearer. While the stock has underperformed over the past five years, recent results show strong momentum. In fiscal Q2, revenue rose 7% and adjusted EPS jumped 20%. Streaming growth is accelerating, with Disney+ adding 1.4 million subscribers despite price hikes, and Hulu and ESPN digital platforms showing strength. With bundled packages gaining traction and a 16% EPS growth target for fiscal 2025, I believe Disney is on track for a sustained recovery and long-term value creation.
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