Daniel Payne

Yeah, really good from the entertainment standpoint, and that's where they see a lot of their operating leverage in the company.

But we do believe, moving forward, there are a few catalysts out there on the experiences, which is their parks and cruises over the course of the year that really could be beneficial to shareholders.

You know, the near-term concerns, which I mentioned for the first quarter because of international travel,

you know, might be pressuring the stock today along with the management changes.

There's a lot going there, you know, under the hood.

But bottom line is we got massive stimulus coming down the pipe in this country with the tax cuts, with the one big beautiful bill.

We're going to have about $150 billion of tax refunds for consumers.

And the U.S.

consumer, they've proven over and over again that if they're

halfway confident with their job and they have excess money in their pocket, they're going to spend it.

So that could be a catalyst moving forward once we get into summer.

And another thing that nobody's really talking about is that this summer we have a few events that are kind of unique for this country.

We have the World Cup here this summer and we have the 250th anniversary of our country, which is going to be a lot of stimulus in and of itself.

I've seen some projections that the World Cup is going to generate about 6.5 people coming for the event.

It's going to generate roughly 17 billion in GDP for this country.

And, you know, with those kind of visitors, who's not to say they might stay a little bit longer and bolt on a trip to one of the Disney parks moving forward?

So I think longer term, there could be some catalyst to get this stock out of the funk that it's been in over the past four years under the current management.

Well, that could be the reason why we've seen some weakness today, because it could be like, you know, here we go again.

Because if you remember back in 2020, we had the same thing happen when Iger, you know, placed his handpicked successor, Bob Chapik, in control.

And, you know, unfortunately for Chapik, he was put in control of the entire operations in February of 2020.