Disney Is A Potential 3X Hidden In Plain Sight May 30, 2018 4:59 PM ET | 181 comments | About: The Walt Disney Company (DIS) , Includes: NFLX Gregory Vousvounis Value, growth at reasonable price, long-term horizon, long only Follow me on Twitter ( 606 followers) Summary Disney is beginning a business model change that will unlock tremendous value from its IP. Its addressable market as an SVOD business is huge and it already has a brand-name advantage. Current price is reflecting a low growth market outlook that is too short-sighted. As Disney changes, mistakes will be made and will provide many entry points. Disney ( DIS ), one of the most recognizable brands around the world (see here and here ). A brand we trust to cater to our children. A brand we grew up with. A brand that is still growing its influence worldwide. I know it's old news by now, but please b...
Oil Weekly: OPEC's Supply Shift Reveals Oil Market Normalization May 28, 2018 11:00 AM ET | 10 comments | About: iPath S&P Crude Oil Total Return Index ETN (OIL) , Includes: BNO , DBO , DNO , DTO , OILK , OILX , OLEM , OLO , SCO , SZO , UCO , USL , USO Cristian Docan Long/short equity, currencies, commodities, dividend growth investing LinkedIn ( 366 followers) Summary Crude inventories posted an unexpected build, following U.S driving season start. Net oil speculative length weakens further despite strong short covering. OPEC gradual output increase marks the beginning of the end of bullish oil market momentum. Introduction Welcome to my Oil Weekly report. In this report, I wish to discuss about crude oil inventories and net speculative positioning changes, based respectively on the Weekly Energy Informati...
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