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Netflix, Ending the Streaming Wars, & Why Disney Won

Dec 8, 2025

Netflix, Ending the Streaming Wars, & Why Disney Won

Netflix won the bidding for WBD, but it's Disney that comes out ahead for investors.

DIS

Disney's Inflection Point

Nov 14, 2025

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Disney's Inflection Point

Experiences are the core and streaming is now the growth story.

DIS

The Aggregation Flywheel

Aug 29, 2025

The Aggregation Flywheel

Why winners keep winning.

DIS

Is Disney Going All-In on the NFL? It Should!

Jul 27, 2025

Is Disney Going All-In on the NFL? It Should!

If ESPN is the go-to for sports it will be a huge win for Disney.

DIS

The Streaming Future: ESPN, Fox, and the Smiling Curve

May 15, 2025

The Streaming Future: ESPN, Fox, and the Smiling Curve

Disney is solidifying itself as a leader in streaming.

DIS

Inside the NBA and Disney's Winning Hand

Nov 17, 2024

Inside the NBA and Disney's Winning Hand

Bob Iger's last hurrah as CEO of Disney.

DIS

The Smiling Curve Wins Again

Nov 15, 2024

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The Smiling Curve Wins Again

Why Spotify, Zillow, and Disney are all up big.

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+2

Earnings Preview: Disney, Portillo's, Owlet, Hims & Hers, and On Holding

Oct 26, 2024

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Earnings Preview: Disney, Portillo's, Owlet, Hims & Hers, and On Holding

Expect massive growth from this group.

DIS

+4

Disney's Brilliant Sports Bet

Oct 17, 2024

Disney's Brilliant Sports Bet

There's explosive growth in one sport you may not expect.

DIS

Investment research covering stocks with asymmetric return potential of 10x (or more) over the next decade. Start here and find out what I'm buying each month on Asymmetric Investing.

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