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Which podcasts are discussing DIS?
35 ATTRIBUTED IDEAS · 32 EPISODES · 13 SHOWS
The shows
Animal Spirits
CNBC Fast Money
Motley Fool Money
Prof G Markets
WSJ What's News
Yet Another Value Podcast
All-In with Chamath, Jason, Sacks & Friedberg
Barron's Streetwise
The Compound and Friends
We Study Billionaires - The Investors Podcast Network
Invest Like the Best with Patrick O'Shaughnessy
Masters in Business
The Business Brew
Where the discussion went deepest
5 AUG1W AGOCNBC FAST MONEY · 16:00
Disney's hidden streaming engagement issue
“Tom Rogers argued that Disney's weak advertising growth on its entertainment streaming service signals an underlying problem with subscriber engagement or growth.”
What’s Next for the Consumer… And Metals and Materials Surge 8/5/26
Core thesis · 5/5Verify in source →
5 AUG1W AGOMOTLEY FOOL MONEY · 15:00
Disney's parks and IP monetization focus
“The discussion framed Disney's investment thesis as being driven by its high-margin experiences (parks) business and a renewed strategy to maximize IP monetization, while other segments like sports and entertainment face challenges.”
Shopify Shines and Uber Declines
In depth · 4/5Verify in source →
22 JUL3W AGOANIMAL SPIRITS · 06:12
Netflix valuation reset presents an entry opportunity
“The bull case was argued for Netflix as a resilient market leader with expanding margins and rising operating income, making its recent 50% drawdown a compelling valuation entry point.”
Say Bubble One More Time. I Dare You! (EP. 474)
In depth · 4/5Verify in source →
29 JUN29 JUNWSJ WHAT'S NEWS · 11:49
Disney reorganizes around unified digital ecosystem
“CEO Josh D'Amaro is restructuring Disney to operate like a digital-native company by integrating theme parks, marketing, and live sports into a single Disney+ ecosystem.”
What the Lisa Cook Decision Means for the Fed’s Independence
In depth · 4/5Verify in source →
29 JUN29 JUNMOTLEY FOOL MONEY · 00:41
Comcast spins off NBCUniversal as acquisition target
“The bull case argued for Comcast is that spinning off NBCUniversal creates two pure-play entities, eliminating the conglomerate discount while turning NBCUniversal into a clean acquisition asset for tech and media giants.”
Rocket Lab Shakes Up Satellite Communications
In depth · 4/5Verify in source →
28 JUN28 JUNYET ANOTHER VALUE PODCAST · 04:00
Tubi and Roku channel create AVOD powerhouse
“Combining Tubi's vast on-demand library with Roku Channel's linear FAST offerings establishes a combined digital ad reach rivaling legacy giants like Disney.”
$FOX dropped 25% buying $ROKU. Is the market wrong? · with AlphaSense
In depth · 4/5Verify in source →
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