Post #43 by tecmo on the The Walt Disney Company board

Stocks A to Z / Stocks D / The Walt Disney Company (DIS)

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According to Barrons' Inside Scoop, James Gorman, DIS board member, just bought 20,000 shares at 106.03. It's always a good sign when insiders are buying. My guess is he sees the share price more likely to go up than down from here, possibly up a lot over the next few years. We'll see if anyone else follows suit.

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.

https://www.barrons.com/articles/disney-stock-buy-...

abromber

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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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Another director bought $1m
So now two directors, most CEOs of another company, each spent >$1m to buy the stock.

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