Zack Finch(@HughMungusFinch):Opened a position in $DIS on @joinautopilot • Disney’s IP is a fortress • Streaming operating income turned positive and is growing fast • Parks & experiences remain cash cows Stock hammered across all timeframes on AI fears, streaming challenges, and “wokeness” concerns but these are execution issues. Consumer behavior will decide the outcome. Massive IP + improving fundamentals = AI becomes a licensing opportunity, not a threat.

Zack Finch

@HughMungusFinch

ex broker at @MorganStanley trading on @joinautopilot

加入 November 2020

200 正在關注 1.4K 粉絲

Zack Finch@HughMungusFinch

2026.07.14 17:06

Opened a position in $DIS on @joinautopilot • Disney’s IP is a fortress • Streaming operating income turned positive and is growing fast • Parks & experiences remain cash cows Stock hammered across all timeframes on AI fears, streaming challenges, and “wokeness” concerns but these are execution issues. Consumer behavior will decide the outcome. Massive IP + improving fundamentals = AI becomes a licensing opportunity, not a threat.