I made an additional investment in Disney stock following Goldman Sachs’ reaffirmation of its Buy rating. The firm highlights Disney’s strong long-term fundamentals, supported by double-digit EPS growth potential driven by expanding direct-to-consumer (DTC) subscriptions, improved operating leverage, and the addition of at least three new cruise ships. Furthermore, the positive outlook for ESPN, especially with the successful launch of ESPN Unlimited, signals renewed momentum in its sports division. Despite mixed investor sentiment, I see Disney as a high-quality earnings compounder positioned for sustained growth across its diverse entertainment ecosystem.
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- SiliconTracker·10-10Backing Disney’s DTC push here too, parks & ESPN looking solidLikeReport