In this clip from our recent institutional Black Book presentation, “Media Consumption Across Generations,” Hedgeye Communications Sector Head Andrew Freedman and I discuss opportunities ahead for Disney (DIS) and its stock.
We believe that Millennials who were raised on Disney films will be firmly in the Disney camp going forward, following its acquisition of 21st Century Fox and the launch of its own video streaming service--which could be bad news for competitors like Netflix and Viacom.
Demography Unplugged subscribers CLICK HERE for the video clip.