
A Little Birdie Told Me...
Well well well... what have we here? Turns out those boring suits on Wall Street are scratching their heads because *entertainment* is making all the moolah! Who would've thought? Certainly not me and I'm the guy who puts on a clown face and blows up hospitals for a living! Sometimes even I underestimate the power of a good distraction. After all as I always say 'Introduce a little anarchy. Upset the established order and everything becomes chaos. I'm an agent of chaos.' And chaos my friends is *profitable*.
Disney's Doing WHAT?!
Mickey Mouse raking in the dough? Oh this is rich! Seems Disney's got 125 million people glued to their Disney Plus screens. And a $3 billion streaming revenue? HA! These guys are so predictable it's almost…cute! Wall Street is FINALLY catching on giving Disney the credit it deserves. Like I said 'It's all part of the plan'. Now let's see them try to control *this* level of madness.
Entertainment's Sector Secret
Apparently these corporate clowns have decided to classify Disney Live Nation and Roblox not under 'consumer discretionary' (too boring!) but under 'communications.' Media technology communication—who cares about labels? It's all about bending the rules and blurring the lines. Speaking of lines why so serious about keeping them straight? It's more fun to smear the paint!
Growth in the Face of Doom!
Recession? What recession? While everyone else is whining about economic doom and gloom entertainment stocks are partying like it's 1999! Roblox hit a record 25.8 million users! Netflix dominates those Nielsen TV rankings! This is what I call…an opportunity. As they say 'When the chips are down these civilized people they'll eat each other.' But not if they're too busy watching cartoons!
Disney's Rollercoaster Ride
Five years of struggling? Sounds about right. But now it seems the House of Mouse is blasting off like a rocket. It has broken the early April Lows. Now these “experts” are saying if it breaches $120 the stock is going to fly. Of course Disney has three of the top 5 performing movies. The sheep keep lining up to see these stories so the corporate goons can laugh all the way to the bank... Seems like everything *is* better with a little crime eh?
Risk? What Risk?
Risk Management? More like *MIS*management! These analysts Josh in particular (so boring!) are blathering on about resistance at $120 and using $100 as a 'line in the sand.' Oh please. Rules are made to be broken and lines are meant to be crossed! Especially if I get to draw them with gasoline! I say double down and go for broke! What's the worst that could happen? Total…ANARCHY!
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