Fill The Gap: The Official Podcast of the CMT Association cover image

Episode 17: Laura Martin, CMT, CFA

Fill The Gap: The Official Podcast of the CMT Association

CHAPTER

Disney Is a Tough One Because It's Conglomerate

Disney is a big, kind of range bound mess. Totally agree with the hold writing. So disney has really good upside momentum in terms of its streaming and because of its en parks. But then it has downside because it also has the s pan and the linearty, the ecosystem is under seech. And so this is basically doing what steve forbes was thinking of some 15 odd years ago. Ok, how about, how about names where the chart is a table pounding hold, and you have a hold on it, and you come across a p m who owns it and loves it? What would you tell somebody like, disney.

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