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A sustained argument that Disney's IP moat could support durable cash flows and pricing power may expand the stock's multiple, especially if investors shift from pure streaming metrics to cross-vertical monetization and franchise potential.
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Famed investor Michael Burry argues Disney's evergreen IP—Star Wars, Avengers, Toy Story, Moana—creates a durable moat relative to Netflix's streaming slate. He contrasts long-lasting IP with Netflix's accelerating competition and slowing subscriber growth, noting Disney's cross-vertical monetization across parks, products, and media. The takeaway is a longer-term bullish case for Disney if IP durability firms margins.
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