Padres
2022-07-10

$DIS price crash is partially due to overenthusiasm on it's streaming business. When investors realized the capex needed to compete and macro conditions changed, that catalyses the plunge. Lookat $NFLX. Having said that, Chapek does need tolook at content strategy for not only Disney+ but movies as well. The ratings for the past few Disney releases hadn't been ideal. How will he deal with parks & cruises in a global economic slowdown? What about new opportunities that $DIS can go into ie. metaverse & NFTs? Not sure Chapek is the guy for this though

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