Emily Flippen

But in my opinion, this would be about crushing the competition.

And for Netflix to get HBO, obviously there's a great content library there.

It would be

pushing out competition from the market, a good reason to charge more, potentially add an additional tier without a lot of added complexity.

So I think it'd be a really smart move by Netflix.

I hope Netflix goes for it as a shareholder and as a viewer, but Paramount obviously needs it.

Disney is actually on my radar.

The ticker is DIS, of course.

The reason Disney is on my radar is because, similarly to Roku, I feel like this is a misunderstood business.

They reported earnings earlier this week, and a lot of the headlines over-focused on both their linear TV business as well as streaming.

That seems to be the narrative driving the story around Disney right now.

But the reality is that the vast majority of operating income for Disney are driven by parks,

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.