This chapter focuses on Disney's capital allocation strategy, including reinstating dividends and share repurchases post-acquisitions. It also highlights the challenges faced by Disney's parks business due to global travel moderation post-COVID, emphasizing the company's unique and profitable nature. Additionally, it discusses a company specializing in tasers, cloud services, and public safety solutions expanding its services division and revenue through subscription bundles while maintaining its commitment to protecting life and enhancing decision-making tools for customers.
For anyone besides Netflix?
First up, (00:21) Jason Moser and Ricky Mulvey break down earnings from Disney and Axon Enterprise.
Then, (19:44) Alison Southwick and Robert Brokamp look at the 60/40 portfolio, and if it still holds up in 2024.
Tickers discussed: DIS, AXON, NFLX, GLD
Learn more about the Range Rover Sport at www.landroverusa.com
Host: Ricky Mulvey
Guests: Jason Moser, Robert Brokamp, Alison Southwick
Engineers: Dan Boyd, Desiree Jones
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