05-06-2020, 02:19 AM
Eric, It may even be more than a few quarters. I don't really know how you properly discount DIS right now. They are probably going to end up about 50% off their high at some point soon. The market probably takes a chance from there. They have struggled to grow for decades, and I thought 2019 was the first sign of life. The pandemic was the perfect storm for DIS. Still one of the premiere content providers. It's going to require some great leadership to deleverage themselves.