DIS

The one two punch of forecasting...

May
24

I'm not a big fan of forecasting in stock analysis.  Why?  There are just too many moving parts and the further you get away from right now, the more variability there is. With each step further in time, the variability multiplies at an exponential rate.

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Disney's issues - makes me wonder

Jan
12

With Iger back in the driver’s seat, I’m wondering where the growth is going to come from.  Did Iger squeeze out all the profitability before he left and put Chapek in?  It is sort of like putting the fox back in charge of the chicken house.  That fox should have “eased on down the road” instead

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