Disney: Surging DTC Profitability

Group 1 - The article discusses the investment positions held by the analyst in DIS and ROKU, indicating a beneficial long position in these shares [1] - It emphasizes that the opinions expressed are personal and not influenced by any compensation from companies mentioned [1] - The article clarifies that there is no business relationship with any company whose stock is mentioned, ensuring independence in analysis [1] Group 2 - The disclosure from Seeking Alpha states that past performance does not guarantee future results, highlighting the inherent uncertainty in investment [2] - It notes that no specific investment recommendations are provided, indicating a neutral stance on investment suitability for individual investors [2] - The article mentions that the analysts contributing to Seeking Alpha may not be licensed or certified, which could affect the credibility of the analysis [2]