$NFLX+0.1% has skyrocketed % over the last year. In addition, in the last quarter of the previous year, their revenues were up 12% from the previous year. Plus, subscriber numbers are up and up. I wonder if $DIS+0.5% will finally start catching up. I only own $DIS+0.5% stock. How do you feel about $DIS+0.5% $NFLX?
Disney
DISCapital Structure
Market Cap
178.6B
Enterpr. Val.
217.5B
Valuation
P/E
106.5
P/S
2.0
I only have DIS in my portofolio and I was shopping for under $90. I trust the company but it will be a long road.
I also only have $DIS+0.5% and I trust them, it's a long way for me, $NFLX+0.1% is simply the leader in streaming in my opinion and will be even more so, but as has been pointed out here, Disney is not just a stream and unless something goes wrong then gradually other segments could start to pay better again. I have an average purchase of $87 at $DIS+0.5%, so I'm happy. 😊
Let's see what they will currently vote, the parks themselves can't pull it off forever. If they don't add quality content to the platform/cinema and can't adequately sell it, Netflix will continue to miss out with its quantity.
WBD probably has the best quality content of the three, but they can't adequately get it to customers, and with the debt, it's going to be tough for a few more years.