eod 2026-11-04
TSM$395.75▼ 2.24%SOXX$450.41▼ 3.14%AAPL$349.51▲ 5.31%COST$1,046.47▲ 2.67%MU$795.23▼ 7.00%UNH$409.38▲ 1.22%PFE$30.79▲ 2.63%NVDA$200.13▼ 3.17%SHOP$153.03▲ 7.34%ASML$1,496.30▼ 3.60%DIS$118.95▲ 4.18%ETSY$96.24▲ 7.10%VOO$704.78▲ 1.62%
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DIS

openconsumer

Walt Disney Co

conviction over time

convictionbuysellcloseholds at the last score until you record another

timeline · 2 entries

  1. 2025-04-29thesis
    6/10Conviction 6 out of 10

    Parks pay for the streaming mistakes for long enough that the streaming mistakes get fixed. A bet on patience more than on a plan.

    would prove me wrong

    Parks margin compresses while streaming losses continue.

  2. 2025-05-03bought40 @ $112.686
  3. 2025-12-05update
    5/10Conviction 5 out of 10

    Slower than I assumed. Not wrong yet, but I notice I have stopped following it closely.

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last close

$118.95

on 2026-11-04

at your last entry

$105.30+12.96% since

close on 2025-12-05, the day you wrote it

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