Netflix 优于 Disney；Disney 需要证明的更多，增长缓慢，且处于变动之中。
逐段跳播
里克，我知道你曾对奈飞和迪士尼持乐观态度。现在，如果你要投入新资金，并且你之前没有持股。它们中的任何一个是否代表你的买入机会，你会选择哪一个？
Rick, I know you were optimistic about Netflix and Disney. Now, if you are going to invest new money, and you have no prior ownership. Does either of them represent a buying opportunity for you, and which one would you choose?
我认为目前两者之间难分伯仲，而且我可能会永远对这两家公司保持乐观。我认为Netflix现在……我的意思是，迪士尼在过去一年也遭受了重创，但我认为他们需要证明的更多。至于Netflix，我认为这只是势头快速转变的问题。
这种情况不会发生在像迪士尼这样的公司身上，它增长缓慢且处于不断变化之中。你知道，我喜欢新任CEO，但在这两者之间我更倾向于Netflix。
I think it's between the two at the moment, and again, I'll probably remain optimistic about these two companies forever. I think Netflix right now... I mean, Disney has also been badly hurt over the past year, but I think they have more to prove. As for Netflix, I think it's just a matter of a rapid shift in momentum. This is not going to happen to a company like Disney, which is growing at a snail's pace and living in a state of flux, you know. I mean, I like the new CEO, but I prefer Netflix between the two.
这个频道对 $DIS 的历次判断
The Motley Fool 在这只股票上只有这一条判断。