Comparing Disney+ Valuation Multiples To Netflix's
We believe Disney is currently overvalued, but that changes to structure might unlock future value for the Disney Direct-to-Consumer...
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Disney: Retaining Storytelling Crown Does Not Mean High Shareholder Returns
Although it was largely due to the pandemic, Disney significantly underperformed the market since I first advised for caution. The risk of Disney...
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Weekly Innovation Review (WIRE) #47
Headline Developments: As has been widely expected, China has moved to greatly reduce the time under-18s spend playing computer games. Under the...
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Weekly Innovation Review #33
Headline Developments China is looking to continue its rout on crypto, pushing for the suspension of some crypto mining operations late last week. ...
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