Disney: It's Bob Iger Vs. Hollywood

delusion梦碎
2023-04-07

The Business cycle excuse is consistent with 100% of the financial press. No one would ever challenge the blessid Disney.

Universal has beat Disney in children's movies for the past 5 years. There are real problems with Disney that continue to be unspoken. While Disney lead and turned hard left, Universal continued to move forward to overtake Disney for a half decade now. I wonder where the layoff announcements are at Universal. Mario is coming out next weekend and will be another blockbuster for Universal. Disney has left a void which feeds their entire business and absolutely that is why "The Mermaid" is another bad bet for Disney. $Walt Disney(DIS)$

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