Walt Disney Company (DIS)

As a general observation, the travel space - transports and hotels - are just terrible.  Look at ,  , , , , etc.

I have covered some more Disney on the continued weakness.

I am taking in some of my short at $170.30.

Barclays downgrades Disney to equal weight from overweight and drops price target from $210 to $175.  I have a contrary and bearish view on this name (and I added on the silly EPSN spin off rumor late in the week):  Oct 15, 2021 ' 02:22 PM EDT DOUG ...

Last week I warned about Disney + streaming sub growth - today Barclays chimes in: BARCLAYS: “Disney+ growth has slowed significantly.. In order to get to its long term streaming sub guide, $DIS needs to more than double its current pace of growth t...

I shorted more at $178 on the gap (ESPN rumor). I don't buy it - makes little sense.

- Shorting more Disney . Here is my short thesis. - I'm covering some short at $41.45 now. - I'm covering some of my short at $48.25 now.

I added to my short today. See my write up from this morning, here.

* The ever popular and heavily institutionally owned Disney is seen by many as the perfect reopening trade * We are less certain * Following strong 3Q results (in August), most analysts raised their EPS forecasts and price targets - that may have be...

I am taking Disney off of my Best Ideas List (it was put on at $93/share in March, 2020). Hopefully if I get up early enough I can deliver my analysis and map out my thesis why I recently shorted the shares.

I had planned to write a lengthy treatise on why the markets are not paying attention to China's economic plight - but it might be too late.  I was also going to deliver why I am taking Disney off of my Best Ideas List - where it has resided for yea...

Shorting Disney at $175.91 now.  Analysis delivered tomorrow.

I just took the +$4/share trade in my Disney short from Friday evening. Covered at $173.60.

The reopening trade equities (hotels, airlines, etc.) profited greatly on Friday in large measure because of the Merck  COVID pill announcement.  However, it should be noted that the availability of the pill will be light for months to come.  I have...

I have just sold ($174) my Disney position for a small gain from yesterday.

The problem at Disney seemed to be, in part, production delays related to COVID.  I stepped up my DIS buys. Thomas C  Disney CEO says Disney+ subscriber growth to slow in current quarter Walt Disney Co. Chief Executive Bob Chapek said Tuesday that t...

I bought small Disney at $172, in part based on Bobby Lang's technical review, below. From my pal Bob Lang: Tough day at the 'House of Mouse' where the stock has fallen sharply on strong turnover following some perceived negative comments by the CEO...

Disney's "choppiness" comment regarding 3Q streaming sub adds at the Goldman Sachs conference has put a pall over the stock and others.  Remember, in late August I took off my position - I was short puts and covered for a small profit - when the sto...

As part of my "retrenchment" I recently covered my short put position in Disney for a small gain.  Bobby Lang passed on this analysis which suggests, based on the technicals, that I was guilty of premature elimination -- it certainly feels that way ...