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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Harshu Vyas who wrote (73692)	9/22/2023 6:58:37 PM
From: Spekulatius	1 Recommendation Recommended By JohnyP Read Replies (1) \| Respond to of 78702

You're totally right. Streamers are undoubtedly struggling right now. Disney is worth shorting. Overvalued by at least 30%. Why do you think DUS is a short. First, the park business is worth a good chunk of the EV, so it’s not a pure play streaming co and second, it’s streaming business is about breakeven, which means it can’t really go bankrupt. I think the debt load is moderate as well. I don’t own it because the value is too uncertain (streaming economics long term) but I don’t think it’s a short.