Rip Your Face/Off Rally with David Faber of CNBC
RiskReversal Pod
00:00
Disney Plus
We had disney last night report a good quarter, ok? Parks were strong. They basically lowered guidance for subs raised prices on disney plus subscriptions. My point about disney is this, it for years warranted a premium valuation. It lost that over the last six months. I think this quarter suggests maybe they should have it back. We got big box retailers reporting next week. Let's talk about some consumer discretionar.
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