Disney: Still A Long-Term Idea, But Its Business Model Is Evolving

Marvin Samuel Tolentino Pineda I bought more Disney (NYSE:DIS) on May 7, when it sold off post its Q2 earnings reveal. By the time this is published, the stock will be up and down, I'm sure, but I thought at the time that the market overdid the punishment for a slight earnings miss. The story now is cost-cutting. Yes, all shareholders want revenue to grow, but with linear still declining and with the company stating it may have to release fewer films to compensate for contraction in box-office potential ...