WARNING: Investing in single equities comes with balance sheet risk, if you want to invest in single equities make sure you understand the volatility of the asset, catalysts, your portfolio is in some way diversified and you have strong risk management.
Hi guys, a view on Disney. Content distribution is clearly the issue, however, I think that will soon be addressed. Lots of hype around Netflix passing out Disney in market cap but I think the upside is very much intact for Disney and the trend should reassert soon.