Michael Burry compared Disney to Netflix, saying Disney produces more “evergreen” movies and TV content than Netflix’s more “milk” model. The remarks are interpretive rather than data-driven, offering modest support for Disney’s durability in content economics. Likely limited near-term impact without new financial figures or guidance.
Michael Burry compared Disney to Netflix, saying Disney produces more “evergreen” movies and TV content than Netflix’s more “milk” model. The remarks are interpretive rather than data-driven, offering modest support for Disney’s durability in content economics. Likely limited near-term impact without new financial figures or guidance.
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