eod 2026-09-17
TSM$430.26▲ 3.00%SOXX$519.10▲ 3.39%AAPL$337.00▲ 1.38%COST$893.93▲ 0.02%MU$977.50▲ 5.50%UNH$375.21▼ 0.01%PFE$27.64▲ 0.66%NVDA$219.34▲ 2.54%SHOP$128.60▼ 1.05%ASML$1,629.67▲ 1.71%DIS$105.35▼ 1.53%ETSY$72.34▼ 1.52%VOO$701.03▲ 1.12%
sample journal — read-only. start your own →
$strong_ticker
sign up

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.

add an entry

last close

$105.35

on 2026-09-17

at your last entry

$105.30+0.05% since

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

write an entry