Disney’s Lost Decade and Next Act
The market’s had a surprisingly strong 2023, but investors might be eying easy low-risk yields elsewhere.
Jason Moser and Matt Argersinger discuss: - (00:21 ) How some investors might be tempted to move out of stocks given the yields elsewhere - (9:41 ) The latest with Disney – its standoff with Charter, plans to take full ownership of Hulu, and what investors should make of its lost decade - (19:11 ) NYC’s “de facto ban” for Airbnb, what it means for the company and says about the state of housing and short-term rentals.
(31:44 ) Jason and Matt break down two stocks on their radar: Hershey and Masimo.
Stocks discussed: DIS, NFLX, ABNB, UBER
Host: Dylan Lewis Guests: Matt Argersinger, Jason Moser Engineer: Dan Boyd
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