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DIS at these levels: the boring bull case

$DIS๐Ÿ‚ Bullish

Parks: record per-caps. DTC: profitable and raising prices with zero churn spike. Cruise capacity +40% through 2027, already booked out. Nobody wants to own the boring version of Disney, which is exactly why I do. 3-month call posted.

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1 reply

VA@value_vikยท 6d ago
0

The boring bull case is the only bull case that compounds. Respect.

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