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Stocks A to Z / Stocks D / The Walt Disney Company (DIS)
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Author: tecmo ⎊  😊 😞
Number: of 70 
Subject: Re: Gorman buys 20K shares @ 106
Date: 06/05/2024 6:17 AM
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Now that they are building the brand rather than eroding it, watch the revenue numbers. They're higher than before the pandemic (good news), but still flat (bad news). When they start moving up, so will the stock price.

I think the market is much more interested in operating margin improvements rather than top line growth (which I view has limited upside from current levels - what would be the catalyst? - if anything there are significant headwinds with the erosion of the cable bundle.

tecmo
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