DIS

Disney: A New Era

From “ESPN: Looking For Strategic Partners” (July 2023):

Aug 11 •

TSOH Investment Research

"The Greatest Canvas In The World"

Imax Corporation (IMAX) Initiation

Jul 14 •

TSOH Investment Research

Disney: An Offensive Posture

From “They’re Actually An Asset” (February 2025): “That’s water under the bridge now, and it’s better late than never: the impending launch of ESPN…

May 15 •

TSOH Investment Research

"They're Actually An Asset"

A review of Disney's Q1 FY25 results

Feb 10 •

TSOH Investment Research

Portfolio Change - 01/16/2025

Note: Review all prior portfolio changes at the “TSOH” tab on the website.

Jan 15 •

TSOH Investment Research

The Turning Point, Revisited

An update on The Walt Disney Company (DIS)

Nov 18, 2024 •

TSOH Investment Research

Disney: The Path Forward

From “Turbocharged” (September 2023): “That data [Disney’s Parks growth broken down between attendance and per capita guest spending] points to a…

Aug 12, 2024 •

TSOH Investment Research

Portfolio Change - 07/26/2024

Note: Review all prior portfolio changes at the “TSOH” tab on the website.

Jul 25, 2024 •

TSOH Investment Research

Disney: "Driving Engagement"

From “Disney: The Turning Point” (August 2023): “I commend management for taking meaningful action, which will be critical to building a large and…

May 16, 2024 •

TSOH Investment Research

Disney: The ESPN Solution

On February 7th, The Walt Disney Company reported its Q1 FY24 results.

Feb 19, 2024 •

TSOH Investment Research

Disney 10-K Update

Earlier this week, Disney filed its annual report for FY23. In addition to the analysis shared after the release of the Q4 results (“Improve The Bottom…

Nov 26, 2023 •

TSOH Investment Research

Disney: "Improve The Bottom Line"

Note: Here’s the link to all prior Disney posts on the TSOH website

Nov 16, 2023 •

TSOH Investment Research

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