Jul. 12 at 4:31 PM
$DIS isn’t heavy because the name is “unpopular.”
The issue is simpler: free cash flow still isn’t ramping the way the market wants.
Topline is growing, but not fast:
TTM revenue
$97.26B, +3.4% YoY
EPS looks strong at 6.25, up 152.9%, but revenue growth is still pretty muted.