In the interview, David discusses:
- How Disney+ will fare against the competition
- Current expectations baked into Netflix’s stock price
- The underappreciated strength of Disney’s business model
- Who will win in the age of “cord cutting” and streaming platforms
This article originally published on June 21, 2019.
Disclosure: David Trainer, Kyle Guske II, and Sam McBride receive no compensation to write about any specific stock, style, or theme.