Can DISNEY Recover? WOKE Content and JACKED UP Prices Threaten Long-Term Outlook

Trish Regan and Rob Hordon, Co-Founders of 76research, take a hard look at Disney (DIS) which is currently trading around $90 per share and now down around 25% after activist investor Nelson Peltz lost his proxy battle for board seats just a few months ago. DIS shares are in fact down more than 50% from 2021 highs, as many investors are questioning if the core theme park business offers as strong a foundation of value as some have assumed given the way it has been managed over the past few years. Meanwhile, Disney continues to alienate core audiences with "woke" entertainment content that pushes tedious political narratives at the expense of creativity. Trish and Rob explain the "short thesis" circulating around Disney shares and discuss the prospects of the company getting fixed given the broader challenges facing traditional corporate media.

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