Saw the post by @surya so had to dig into this. As a Disney $dis shareholder I have to keep track of what my competitors are doing AND what they might have to do. Netflix $NFLX executives have considered making third-party streaming services available within its app, according to a report from The New York Times. The recent discussions reportedly centered around bringing Peacock and Fox One to Netflix, though it’s unclear whether the streaming giant would sell subscriptions to the other services or add their content to its app. I stated they should've done this from the start around Aug 13th when I gave my take on Bill Ackman's thesis on Netflix. As a Disney shareholder, this just validates the companies moat. https://www.theverge.com/streaming/983741/netflix-open-app-peacock-fox-one
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9 Comments
Bradley @bradleytalksmoney · 12h
I really like the narrative changes away from esg BS at Disney. I've contemplated whether this would make for a good addition back to the portfolio
Suryaprakash Selvaraj@surya · 12hEdited
Thanks for the mention 😊 I am a big fan of Marcel movies and have Disney+ subscription . Not a shareholder yet
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