I added to my Disney position as the company is showing promising signs of transformation despite reporting mediocre Q3 earnings. The theme parks continue to be Disney’s growth engine, and there’s no comparable experience that matches its brand power and emotional connection with fans. On the streaming side, the merger of Disney+ and Hulu into one app, alongside the launch of the new ESPN streaming channel and acquisition of the NFL network, sets the stage for stronger engagement and monetization opportunities ahead. Disney’s unique moat makes this a compelling long-term investment.
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- Juliaaa11·2025-08-21I share your optimismLikeReport
- Helen helen·2025-08-21😎😎😎LikeReport