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Bullish On Disney, But Average-In On Price-Decline Days

Nov. 27, 2024, 3:05 p.m.

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Warner Bros. Discovery: The Folie Of Debt And Box-Office Bombs

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Disney's 'Deadpool' Delivers, But Downey Jr. May Save Shareholders

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Lions Gate Still Needs A Strong Film Slate After Starz

June 30, 2024, 5:58 a.m.

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Disney: Still A Long-Term Idea, But Its Business Model Is Evolving

May 23, 2024, 12:42 p.m.

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Warner Bros. Discovery: The Contrarian Thesis Continues

March 18, 2024, 9:45 a.m.

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Disney: Bob Iger Is Serious About A Comeback

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Netflix Remains A Long-Term Idea, But No Binge-Buying (Wait For Price Drops)

Feb. 3, 2024, 5:59 a.m.

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Warner Bros. Discovery: A Bullish Long-Term Picture

Dec. 18, 2023, 10:08 a.m.

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Disney's Intellectual Properties Need Better Economics

Dec. 1, 2023, 4:59 p.m.

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Lions Gate: Hungering For A Bid

Nov. 20, 2023, 8:55 a.m.

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Comcast's Content Strategy Should Take A Lesson From 'Freddy'

Nov. 6, 2023, 6:17 a.m.

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Netflix: Long-Term Potential Vs. A Bad Rate Environment

Oct. 26, 2023, 2:24 p.m.

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Paramount Global: You've Got To Be Looking At The Stock Now

Sept. 2, 2023, 1 p.m.

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Lions Gate Loves Libraries: On Entertainment One And Q1

Aug. 21, 2023, 10:14 p.m.

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Netflix: Past Interest In Paramount Is Revealing

July 14, 2023, 2:43 p.m.

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Disney: A Long-Term Buy At These Levels Based On Assets

June 26, 2023, 9:11 a.m.

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Lions Gate Entertainment's Q4: 'John Wick' Vs. Starz

June 9, 2023, 8:29 a.m.

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Paramount Global: Consideration Of The Pullback

May 15, 2023, 12:39 p.m.

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Comcast's 'Super Mario' Lesson: Increase Theatrical Investment

April 25, 2023, 7:04 a.m.

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Disney: It's Bob Iger Vs. Hollywood

March 27, 2023, 4:25 a.m.

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Lions Gate: It's All About The Movies

Feb. 21, 2023, 5:21 p.m.

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Amazon Needs The Silver Screen

Jan. 8, 2023, 7:19 p.m.

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Maybe It's The Bob Iger Company, Not Walt Disney

Dec. 6, 2022, 6:44 a.m.

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Warner Bros. Discovery: Superhero Content Vs. Villainous Debt

Nov. 21, 2022, 7:30 p.m.

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