We believe Disney’s irreplaceable characters will continue to drive a healthy experiences business, which we estimate is worth nearly as much as the...

We’ve raised our fair value estimate of Disney stock.

We maintain our fair value as talks continue with Paramount,

Following the highly anticipated announcement of a new CEO, here’s what we think of Disney.

Growth in areas critical to the firm’s future.

We think Netflix stock is moderately overvalued.

Watching sales growth and the potential for a major acquisition, here’s what we think of Netflix stock.

Our view on the blockbuster merger.

Watching sales growth and the potential for margin expansion, here’s what we think of Netflix stock.

Streaming giant’s stellar results had areas of softness; currency tailwinds drive guidance raise.