Subject: Re: DISNEY
https://youtu.be/MxiaLeNa4jg?s...

Aswath lecture on streaming, includes Disney a conpany I'm thinking about and found the discussion insightful. DIS could be a reasonable buy sub 90, although could easily fall further.

Discusses changes in the industry, comparisons to the music industry and established players vs new, possible future changes and consolidation in the market.

I've been accumulating DIS at sub 90. Not a large position. Trading at levels c10 years ago.