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Trade Ideas (58)
Date Ticker Price Dir Speaker Thesis Source
Feb 18
DIS
$107.10
$107.10 -0.0%
N/A Finnhub News Finnhub - DIS
3 Reasons To Buy Disney In 2026
Feb 18
DIS
$107.10
$107.10 -0.0%
N/A Finnhub News Finnhub - DIS
Does Bath & Body Works' (BBWI) Disney Push an...
Feb 18
DIS
$107.10
$107.10 -0.0%
N/A Finnhub News Finnhub - DIS
Host of "The Schaftlein Report" on Patriot.TV...
Feb 18
DIS
$107.10
$107.10 -0.0%
N/A Finnhub News Finnhub - DIS
AI Weekly: Pentagon warns Anthropic, Disney u...
Feb 18
DIS
$107.10
$107.10 -0.0%
N/A Finnhub News Finnhub - DIS
Disney's Leadership Change Is Exciting, But T...
Feb 18
DIS
$107.10
$107.10 -0.0%
N/A Finnhub News Finnhub - DIS
California Attorney General Announces $2.75M ...
Feb 18
DIS
$107.10
$107.10 -0.0%
N/A Finnhub News Finnhub - DIS
1 of Wall Street’s Favorite Stock to Keep an ...
Feb 18
DIS
$107.10
$107.10 -0.0%
N/A Finnhub News Finnhub - DIS
Disney Princess Launch Tests Bath & Body Work...
Feb 18
DIS
$107.10
$107.10 -0.0%
N/A Finnhub News Finnhub - DIS
This is Why Fubotv Inc. (FUBO) is a Buy After...
Feb 18
DIS
$107.10
$107.10 -0.0%
N/A Finnhub News Finnhub - DIS
'Crap': Stephen Colbert blasts CBS for denyin...
Feb 18
DIS
$107.10
$107.10 -0.0%
N/A Finnhub News Finnhub - DIS
Two Full-Time Jobs Are Becoming The New Norma...
Feb 18
DIS
$107.10
$107.10 -0.0%
N/A Finnhub News Finnhub - DIS
Paramount's Motives Questioned By FCC Commiss...
Feb 17
DIS
$105.44
$107.10 +1.6%
N/A Finnhub News Finnhub - DIS
Colbert Says CBS Blocked Appearance by Democr...
Feb 17
DIS
$105.44
$107.10 +1.6%
N/A Finnhub News Finnhub - DIS
Disney Lawsuit Against ByteDance Puts AI And ...
Feb 17
DIS
$105.44
$107.10 +1.6%
AVOID Georgia
Host
"Bite Danc's Sea Dance 2.0 dropped about a week ago. I mean it's so good that Disney and Paramount have sent cease and desist." When legacy media giants resort to legal threats (C&Ds) rather than competition, it signals that the disruptive technology (AI video generation) has breached their quality moat. The ease of creating "Disney-quality" content via AI is a deflationary pressure on their IP value and production advantages. Avoid legacy media stocks relying on production barriers to entry; the cost of content creation is collapsing. Legal regulation could successfully stifle AI video distribution in the short term. CNBC
Figma CEO Dylan Field on the software reckoni...
Feb 17
DIS
$105.44
$107.10 +1.6%
WATCH Georgia
Host, Tech Check
ByteDance released "Sea Dance 2.0" (video generation) which was so good that "Disney and Paramount have since cease and desist." The quality of AI video generation has crossed a threshold where it directly threatens legacy media IP. The immediate reaction is legal defense, but the long-term threat is the democratization of studio-quality content creation. WATCH. Monitor the effectiveness of these legal blocks; if they fail, legacy media moats erode faster. Legal costs and inability to stop open-source proliferation. CNBC
Figma CEO Dylan Field On The Software Reckoni...
Feb 17
DIS
$105.44
$107.10 +1.6%
N/A Finnhub News Finnhub - DIS
Disney discount store closing permanently
Feb 17
DIS
$105.44
$107.10 +1.6%
N/A Finnhub News Finnhub - DIS
The Walt Disney Company (DIS) is Attracting I...
Feb 17
DIS
$105.44
$107.10 +1.6%
N/A Finnhub News Finnhub - DIS
Companies Are Replacing CEOs in Record Number...
Feb 17
DIS
$105.44
$107.10 +1.6%
N/A Finnhub News Finnhub - DIS
Treasuries Can Be an Antidote to the Market’s...
Feb 16
DIS
$105.45
$107.10 +1.6%
N/A Finnhub News Finnhub - DIS
Warner Bros. Lands Ninth Straight Box Office ...
Feb 16
DIS
$105.45
$107.10 +1.6%
N/A Finnhub News Finnhub - DIS
NYT Avoids Netflix-Style Password Crackdowns,...
Feb 16
DIS
$105.45
$107.10 +1.6%
N/A Finnhub News Finnhub - DIS
Disney Fights Against TikTok Parent’s AI Vide...
Feb 16
DIS
$105.45
$107.10 +1.6%
N/A Finnhub News Finnhub - DIS
Disney’s Legal Battles Test IP Value In Strea...
Feb 16
DIS
$105.45
$107.10 +1.6%
N/A Finnhub News Finnhub - DIS
ByteDance to prevent unauthorized IP use on A...
Feb 16
DIS
$105.45
$107.10 +1.6%
N/A Finnhub News Finnhub - DIS
McDonald's Tests High Protein Menu As GLP-1 W...
Feb 16
DIS
$105.45
$107.10 +1.6%
N/A Finnhub News Finnhub - DIS
ByteDance vows to boost safeguards after AI m...
Feb 16
DIS
$105.45
$107.10 +1.6%
N/A Finnhub News Finnhub - DIS
1 Cash-Producing Stock for Long-Term Investor...
Feb 16
DIS
$105.45
$107.10 +1.6%
N/A Finnhub News Finnhub - DIS
ByteDance Scrambles To Rein In Seedance 2.0 A...
Feb 16
DIS
$105.45
$107.10 +1.6%
N/A Finnhub News Finnhub - DIS
ByteDance says it will add safeguards to Seed...
Feb 16
DIS
$105.45
$107.10 +1.6%
N/A Finnhub News Finnhub - DIS
Companies Are Replacing CEOs in Record Number...
Feb 15
DIS
$105.45
$107.10 +1.6%
N/A Finnhub News Finnhub - DIS
Disney (DIS)’s Magic, Not MAGA, Says Jim Cram...
Feb 15
DIS
$105.45
$107.10 +1.6%
N/A Finnhub News Finnhub - DIS
Impressive Earnings May Not Tell The Whole St...
Feb 15
DIS
$105.45
$107.10 +1.6%
N/A Finnhub News Finnhub - DIS
Meet Florida Man 2.0: the executive working t...
Feb 15
DIS
$105.45
$107.10 +1.6%
N/A Finnhub News Finnhub - DIS
Here’s What the Street Thinks About FuboTV (F...
Feb 14
DIS
$105.45
$107.10 +1.6%
LONG Finnhub News InterDigital's successful patent litigation against major companies like Disney, Hisense, and TCL is expected to improve its licensing revenue prospects. Finnhub - DIS
InterDigital’s Patent Wins With Disney Hisens...
Feb 14
DIS
$105.45
$107.10 +1.6%
N/A Finnhub News Finnhub - DIS
Disney IP Setbacks And AI Lawsuit Put Long Te...
Feb 13
DIS
$105.45
$107.10 +1.6%
N/A Finnhub News Finnhub - DIS
Disney Stock Hasn’t Gone Anywhere Under Iger’...
Feb 13
DIS
$105.45
$107.10 +1.6%
N/A Finnhub News Finnhub - DIS
'Disney sends cease and desist letter to Byte...
Feb 13
DIS
$105.45
$107.10 +1.6%
N/A Finnhub News Finnhub - DIS
The 590,000-Ton Secret: Why The US Built A 30...
Feb 13
DIS
$105.45
$107.10 +1.6%
N/A Finnhub News Finnhub - DIS
ESPN Unlimited app to include NFL Network at ...
Feb 13
DIS
$105.45
$107.10 +1.6%
N/A Finnhub News Finnhub - DIS
World's Biggest Wealth Fund Just Snubbed Mich...
Feb 13
DIS
$105.45
$107.10 +1.6%
N/A Finnhub News Finnhub - DIS
Trade Tracker: Jim Lebenthal buys more Disney
Feb 13
DIS
$105.45
$107.10 +1.6%
N/A Finnhub News Finnhub - DIS
Live On CNBC, Jim Lebenthal Announces Bought ...
Feb 13
DIS
$105.45
$107.10 +1.6%
N/A Finnhub News Finnhub - DIS
Robinhood CEO Vlad Tenev Foresees Big Year Ah...
Feb 13
DIS
$105.45
$107.10 +1.6%
N/A Finnhub News Finnhub - DIS
InterDigital awarded fifth injunction against...
Feb 13
DIS
$105.45
$107.10 +1.6%
N/A Finnhub News Finnhub - DIS
How Investors May Respond To Walt Disney (DIS...
Feb 12
DIS
$102.38
$107.10 +4.6%
WATCH Hardika Singh
Economic Strategist, Fundstrat
"When they [Disney] had their century bond offering, they were about 70 years old... can you as a company, keep disrupting the space you're in and reinvent yourself?" Disney is cited as the *positive* case study for long-duration debt issuers (unlike GM or JCPenney). This serves as a mental model: companies that successfully use long-term debt to reinvent (as Disney did) survive. WATCH. While not a direct call on Disney's current earnings, the strategist uses them as the benchmark for successful corporate reinvention. Legacy media decline outpacing reinvention. CNBC
Alphabet 100-year bond concerns revolve on co...
Feb 12
DIS
$102.38
$107.10 +4.6%
WATCH Joe Montana
NFL Hall of Famer / Partner at Liquid 2 Ventures
"This is a corporate story you see all the time. Just look at Disney. See how many times Bob Iger was like, let me stick around for a little while longer." Montana contrasts the 49ers' ruthless but effective succession planning (moving on from him to Steve Young) with Disney's inability to transition leadership. He cites Disney as a negative example of governance where a CEO "sticking around" creates organizational stagnation. WATCH (Governance/Succession Risk). Iger may successfully restructure the company despite the succession delays. CNBC
Joe Montana On Football, Finance And Team Bui...
Feb 11
DIS
$108.12
$107.10 -0.9%
N/A Finnhub News Finnhub - DIS
Hasbro expects continued growth as CEO points...