Emily Flippen
👤 PersonAppearances Over Time
Podcast Appearances
experiences, cruises, and actually stuff like ESPN and sports.
Those segments of Disney's business continue to just kill it.
While the narrative is all around Disney Plus and streaming, which by the way, Disney Plus is dramatically improving in terms of profitability, I actually think quietly under the water, Disney is just steadily improving its profitability picture in terms of its highest margin segments.
While they can't continue to raise prices forever, I
Disney World, Disneyland, they're getting very expensive for the average family.
Obviously, that will suffer if we enter into any recessionary environment.
But Disney itself, in terms of its relative average valuation, I think is going underappreciated here today.
I have to say it's The Little Mermaid, Dan.
And the reason is, is because I don't watch Disney movies.
And I think I'll get your vote if I say The Little Mermaid.
We're using quantum computing and AI to blast off into space as we digest earnings.
Today on Motley Fool Money.
It's Tuesday, November 11th.
Welcome to Motley Fool Money.
I'm your host, Emily Flippen, and today I'm joined by Fool analyst Jason Hall and Keith Spites to discuss two trendy topics, quantum computing and space travel.
Okay, well, really, we'll be digging into earnings for three companies that are kind of trying to make one or both of those things a reality.
We'll get to our two space and space-adjacent businesses, Rocket Lab and AST Space Mobile later in the show.
But Jason, I really want to start with CoreWeave today.
Now, CoreWeave isn't directly a quantum computing stock.