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Chris Lau

Buy Disney (DIS), Sell Netflix (NFLX)

This is a powerplay. The Disney buyout of Fox assets will create a content powerhouse that squeezes out Netflix (NFLX). DIS is already pulling out its content from Netflix

Netflix is in trouble.

DIS:

$DIS, THE WALT DISNEY COMPANY / H1

With net neutrality out, Disney could also muscle in better internet speeds for customers. Netflix would have to pay up. It has limited funds and debt is growing.

Nflx stock:

$NFLX, Netflix, Inc. / H1

Bullish DIS. Bearish NFLX. Related: T/TWX merger is more important than ever.

The deal must happen for TWX to compete with Disney. 

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