Category Archives for "Disney (DIS)"

ESPN Spin-Off Would Increase Disney’s Value

Samantha Greenberg of the newly launched Margate Capital laid out why she is long Disney (DIS) at the recent Robinhood Investor Conference. Investors are concerned about whether ESPN can compete with live streaming packages, and what that means for Disney. Those fears are misplaced, in Greenberg’s view. ESPN is about 25% of Disney’s EBITDA, so […]

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AMM Dividend Letter Issue 25: 2016 Prediction & Year-End Review

This is from the AMM Dividend Letter released January 7, 2016. If you want to see the latest “Dividend Stock in Focus” as soon as it’s released then join our mailing list here. Predictions. We humans love listening to, making, and trusting predictions. Since it’s the start of a new year we’re going to be […]

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Disney and Cord Cutting: Known-Unknowns

As much as I like to post and read things confirming my opinion on an investment, it is actually the information that contradicts me that I like and that helps the most. One of the things I’ve learned from Philip Tetlock’s Superforecasting is you have to constantly update your information models and change your forecasts […]

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