Disney stock has fluctuated between high $80s and low $100s post-COVID, far from its March 2021 peak of $196.76. Disney has made progress in simplifying its corporate structure and focusing on streaming and Experiences, but faces challenges with linear TV and ESPN. Management, particularly Iger, has yet to clarify the future of linear TV and ESPN, raising concerns about leadership stability. Speculation surrounds Iger's potential departure, with no clear signals or industry gossip suggesting a definitive exit plan. Economist/ gurus aways hedge one hand bullish with a send hand bear call. RichVintage Give me a one handed economist. All my economists say is, 'On the one hand, but then on the other hand....' - Harry S. Truman 34th President of For in-depth and deep dive research on the casino and gmaing sector, subscribe to The House Edge. New: Free excerpts from our book in progress "The Smartest ever Guide to Gaming Stocks" - free to existing members and new subscribers. This article was written by Howard Jay Klein 6.5K Followers Howard Jay Klein has 30 years of experience as an executive and consultant in major casino operations. His background includes: Ballys, Trump Taj Mahal, Mohegan Sun, and Caesars Palace in Las Vegas. He is a value investor first, using management quality to inform his investment ideas. Howard is the leader of the investing group The House Edge where he shares actionable research for investing in the casino, online betting and entertainment industries. His intelligence network is extensive throughout the US gambling and entertainment sectors from customer facing employees, to mid-management to csuite senior managers and boards. His model portfolio is reviewed monthly. Features of include: actionable analysis on gaming companies, news and interpretation for the latest trends in gaming, a regular newsletter, buy-sell-hold or accumulate recommendations, chat. Learn More. Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Disney Stock: Growth or Just Retreading IP? (DIS)

Disney stock has fluctuated between high $80s and low $100s post-COVID, far from its March 2021 peak of $196.76. The company has made progress in simplifying its corporate structure and focusing on streaming and Experiences, but faces challenges with linear TV and ESPN. Management, particularly Bob Iger, has not clarified the future of linear TV and ESPN, raising concerns about leadership stability. Speculation surrounds Iger's potential departure, with no clear signals or industry gossip suggesting a definitive exit plan.