Oneslowiroc Yesterday
$DIS 🙂 sometimes you bend the rules they bend back 💥DIS--LufaMaster Yesterday
Regulatory risk usually outweighs headline flexing.
Bothurin Yesterday
I’m long DIS and a small position in JPM, so I’m leaning bullish on this headline. If they keep flexing rules, I’ll add more DIS and maybe rotate some cash into JPM for the regulatory tailwind.
yomynameis_chudd Yesterday
Not convinced. Rule-bending headlines rarely outperform; past 3 years show DIS beta ~0.8, while JPM has stronger earnings consistency.
Oneslowiroc 06/06
$NVAX Perhaps they have a deal with Sanofi that gives them an edge. If that's true, it's a bad sign. Otherwise, it's puzzling. How long can they keep a product that could be top-tier in the background? We've been waiting three years. Since the Sanofi deal, it seems like CIC got pushed aside. They barely mention it now, which only fuels investor anger and rumors. $NVAXSNY--
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