“Hayes: Stock Market's "Beach Ball Under Water" for Bulls, PYPL Buy Opportunity”
DIS is a strong buy given low multiple (13.9x vs >20x avg), profitable streaming (195M subs), full capacity in experiences/cruises, and $10B FCF.
And now, let's talk about the next project on your list today, Disney. Is this a bet on live streaming? Well, first and foremost, the live stream is performing well.