Short Netflix, Long Disney

Jul 30, 2019 • Duration: 00:22:44 • Topic: Technology, $NFLX, FAANG, $DIS, FANG Stocks, Hedgeye, Andrew Freedman, Disney, Netflix, The Walt Disney Comapny

Andrew Freedman, CFA, communications sector head at Hedgeye, makes his Real Vision debut in style with a pairs trade on Netflix and Disney. He discusses why Netflix’s subscriber growth is hitting a wall, explains how Disney’s DisneyPlus could be a Netflix killer, and breaks down his price targets for both stocks, in this interview with Jake Merl. Filmed on July 29, 2019.

Guest Name

Andrew Freedman

Anchor Name

Jake Merl

Keywords Name

Technology, $NFLX, FAANG, $DIS, FANG Stocks, Hedgeye, Andrew Freedman, Disney, Netflix, The Walt Disney Comapny

Show Name

Trade Ideas