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2024-05-31 12:58:44 ET More on Comcast and Disney Comcast: Lurking, Hidden Risks, And The NBA Deal Makes It Worse Comcast: Growing Mobile And Streaming Segments Show Some Potential Disney: Current Price Expectations Imply Lucrative Upside Activist investor Ne...
2024-05-30 17:39:01 ET Summary The Warner Bros. Discovery spin-off from AT&T has reached a valuation that makes sense to holders, with arguments for both a rise and a decline in stock value. The CEO's promises of better times ahead are seen as repetitive and lacking a solution...
2024-05-30 15:37:19 ET Summary Netflix is facing major challenges as the stock closes the previous peak of over $675 which it reached at the end of 2021. There is an increase in streaming competition from Big Tech companies who are going all in to add new subscription revenue stre...
2024-05-30 13:51:16 ET Summary Comcast's NBCUniversal is reportedly close to securing the NBA rights it lost in 2002, potentially tripling the fees charged by Warner Brothers Discovery. The deal has potential for massive losses in a streaming-only world and the decline of the line...
2024-05-30 12:09:00 ET Summary Q1 GDP revised down to 1.2%, Core PCE prices down to 3.6%; Weekly initial jobless claims rose to 219k. Salesforce stock slumps after posting its first revenue miss since 2006. Check out Goldman's report on what 150 years of economic scenarios mea...
2024-05-30 11:55:00 ET They don't call them activist investors for nothing. Trian Partners' Nelson Peltz has reportedly sold his entire stake in Walt Disney (NYSE: DIS) , sources have told Barron's , CNBC, and other financial outlets. Peltz unloaded his more than 32 million shar...
2024-05-29 17:43:07 ET More on Disney Disney: Current Price Expectations Imply Lucrative Upside Disney's Theme Park Vulnerability Disney: Streaming Headwinds De-Risked And New Catalyst Underway - Initiating With A Buy Disney ad sales executive Lisa Valentino ...
2024-05-29 11:45:53 ET Lisa Valentino, a senior executive at Disney ( NYSE: DIS ) Advertising Sales, has left the company amid a planned restructuring, Variety reported Wednesday, citing people familiar with the matter.... Read the full article on Seeking Alpha ...
2024-05-29 07:30:00 ET Summary Harding Loevner is an investment manager that invests primarily in publicly traded global equities. We were founded in 1989 by former managers for the Rockefeller family. Harding Loevner is a Delaware limited partnership. We operate independently of Affi...
2024-05-29 05:20:00 ET Summary Harding Loevner is an investment manager that invests primarily in publicly traded global equities. We were founded in 1989 by former managers for the Rockefeller family. Harding Loevner is a Delaware limited partnership. We operate independently of Affi...
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2024-07-11 11:50:00 ET Theme park operators live for the summer. Global leader Walt Disney (NYSE: DIS) and its peers relish the opportunity to cash in on the longest of the school breaks, which features a surge in travel activity. However, investors are already drawing circles on th...
2024-07-10 05:45:00 ET While the major stock market indices have surged to start 2024, some stocks have taken a beating over the past few years. Cloud computing provider DigitalOcean (NYSE: DOCN) and entertainment juggernaut Walt Disney (NYSE: DIS) have disappointed investor...
2024-07-06 11:43:23 ET Disney (NYSE: DIS) isn't copying Netflix (NASDAQ: NFLX) in the streaming business -- it's blazing a new path that bridges the old and new worlds. In this video, Travis Hoium covers the bundling strategy and why Disney is uniquely positioned to pull it ...