DIS
5 tracked calls · 2 long · 3 short · last 90d: 1L/2S
first called by Invest Like the Best 1y ago
SHORT4d ago
“the fact that people that are watching that are deeply sports, like you TVPN for sports with talent like you guys is ESPN biggest nightmare... There are 913 Pat McAfee's.”TBPN
An army of 913 independent creators is actively stealing ESPN's audience and destroying Disney's linear sports television monopoly.
DISSHORT@ $97.15
$96.56+0.61%
since call Jul 27
peak +4.1%
SHORT1mo ago
“*TRUMP: PREPARING LAWSUITS AGAINST ABC FOR FALSE REPORTING”tradfi news
Trump's threatened lawsuit against ABC puts legal and reputational pressure on Disney (ABC's parent), weighing on DIS shares.
DISSHORT@ $102.04
$96.56+5.37%
since call Jun 23
peak +9.8%
LONG1mo ago
“Toy Story 5 opened with the biggest domestic debut of 2026.”Wall St Engine
Toy Story 5's record $312M global opening proves Disney/Pixar's franchise engine is firing, lifting DIS.
DISLONG@ $101.32
$96.56-4.71%
since call Jun 21
SHORT7mo ago
“the future is unscripted, uncontrolled, user generated content. You see it on YouTube. It is already the 800 pound gorilla in this space.”All-In Podcast
Kids tuning out Marvel and Star Wars for UGC means legacy-IP libraries erode faster than the market thinks
DISSHORT@ $113.91
$96.56+15.23%
since call Dec 13
peak +17.0%
LONG1y ago
“So first of all, I'm not as worried about AI as everybody else is in the content creation side. I happen to feel it's going to be a big benefit in production,…”Invest Like the Best
If original creative talent is the true bottleneck, owned franchise libraries become the scarce moat and re-rate up.
DISLONG@ $81.87
$96.56+17.94%
since call Apr 8
peak +19.7%