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The Turning Point, Revisited
An update on The Walt Disney Company (DIS)
Nov 18
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The Science of Hitting
18
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The Turning Point, Revisited
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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
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The Science of Hitting
15
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Disney: The Path Forward
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Portfolio Change - 07/26/2024
Note: Review all prior portfolio changes at the “TSOH” tab on the website.
Jul 25
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The Science of Hitting
15
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Portfolio Change - 07/26/2024
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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
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The Science of Hitting
14
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Disney: "Driving Engagement"
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Disney: The ESPN Solution
On February 7th, The Walt Disney Company reported its Q1 FY24 results.
Feb 19
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The Science of Hitting
34
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Disney: The ESPN Solution
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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
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The Science of Hitting
25
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Disney 10-K Update
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Disney: "Improve The Bottom Line"
Note: Here’s the link to all prior Disney posts on the TSOH website
Nov 16, 2023
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The Science of Hitting
22
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Disney: "Improve The Bottom Line"
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"Turbocharged"
“It was on July 17, 1955, that Walt Disney unveiled something called Disneyland.
Sep 25, 2023
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The Science of Hitting
29
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"Turbocharged"
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2
“Moving Forward, Or Moving On”
Disney, Charter, and the future of the U.S. pay-TV business
Sep 11, 2023
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The Science of Hitting
34
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“Moving Forward, Or Moving On”
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4
Disney: The Turning Point
From “A Worrisome Circumstance” (May 2023): “As I think about the ‘logical progression’ for Disney DTC, a single platform strikes me as a superior…
Aug 14, 2023
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The Science of Hitting
33
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Disney: The Turning Point
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3
ESPN: “Looking For Strategic Partners”
On Thursday, Disney CEO Bob Iger sat down for a wide-ranging conversation with CNBC’s David Faber. The interview, which followed an announcement on…
Jul 17, 2023
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The Science of Hitting
28
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ESPN: “Looking For Strategic Partners”
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“A Worrisome Circumstance”
An update on The Walt Disney Company
May 18, 2023
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The Science of Hitting
22
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“A Worrisome Circumstance”
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