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Posts & Investments - #streaming

Invested in Disney
#longterm #buythedip #alittleatatime #invest #disney #streaming #themeparks
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🏈Disney won't let go of sports network ESPN ➡️ https://app.finimize.com/content/Q29udGVudFBpZWNlOjQ5MzQ=/daily-brief-disneys-not-parting-with-espn $DIS $NFLX See more
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Ouch $WBD, you good? 👀 Since David Zaslav and Discovery took over WarnerMedia, it's surely been a bleak ride. Let's break down a few of the most prolific mistakes. • Before the merger, Congress warned that WBD taking any steps to cut diverse and inclusive programming would being on the edge of anti-trust source: See more
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Daniel Loeb's Third Point has taken a new stake in Disney, pushing the entertainment giant to spin off its sports network ESPN. In a letter to Disney CEO Bob Chapek, Dan Loeb said there is a strong case that the ESPN business should be spun off. "ESPN would have greater flexibility to pursue business initiatives that may be more difficult as part of Disney, such as sports betting," Loeb said. LSee more
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The headline number out of Disney’s quarterly results Wednesday seemed to show a notable milestone: The company had 221.1 million total subscriptions worldwide across its streaming services of Disney+, Hulu, and ESPN+. On that individual metric, that means Disney is now just ahead of streaming giant Netflix, which ended Q2 with 220.7 million total paid subscribers. Which company would you pickSee more
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Disney $DISreported its fiscal third quarter earnings on Wednesday after the bell 🔔 Revenue: $21.5 billion versus $21 billion expected ✅ Adj. earnings per share (EPS): $1.09 versus $0.96 expected ✅ Bucking a streaming slowdown that has recently bedeviled Hollywood, Disney+ added 14.4 million subscribers in the most recent quarter, about 45 percent more than Wall Street had expected and liftingSee more
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Sold Shiba InuInvested for 3 hours
Lost5.09%
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Ad-Supported Streaming 📺 As we see the big players, like $DIS and $NFLX, move into the ad-supported streaming space I wonder what the numbers will do once they release their new services. - How many new subscribers will they gain? And at which tier of subscription? 🎉See more
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Added Disney to long-term portfolio
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The entertainment industry is getting spicer today. This time it's between Roku ($ROKU) and the giants at Netflix ($NFLX). According to an article from Business Insider, Netflix may be in talks to acquire Roku’s business. While there are no active negotiations, there is “internal chatter” from Roku employees, who appear to be speculating after Roku abruptly stopped them from selling their stock, tySee more
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Got some juicy news about shakeups at Disney $DISIt's being reported that Peter Rice, chairman of Disney’s entertainment and programming division, is exiting the company. Sources told THR, embattled Disney CEO Bob Chapek summoned Rice to his office Monday and relieved him of his duties. The CEO, who took over for Bob Iger last year, is said to have felt that Rice was no longer a fit. Chapek toldSee more
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Invested in Netflix
In the short run #netflix may take a hit with loss of subs in eastern Europe but in the long run they are building a cash cow. $NFLX and $DIS imo will be multiples of themselves due to Streaming Profits as the business hits scale + ARPU rises… the trajectory is clear and buying in Netflix under $400/share is a steal imo for any long term investor! #growth #streaming
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