Streaming

Disney is bringing on streaming customers as fast as a sinking ship brings on water

Dec
11

Last April, I posted about the great advantages that Disney would have by squaring up in the streaming space (The Magic Kingdom).  I added to my position at that time and added some more during this March's rout.

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Disney - the magic kingdom

Apr
12

I was happy to hear the announcement yesterday by Disney (DIS).  Their steaming service will clearly give Netflix a run for their money.  I also like the little undercut in price which should incentivize consumers to get on board.  I love the smell of competition.

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Copyright 2017 Mark T. McLaren