1/ $DIS correct me if I am wrong but doesn't Disney+ just strengthen the moat for for $DIS more than anything.

Without Disney+ Netflix was on track to steal the minutes away from the children and they might not want to Go to Disney anymore.

I mean the way I see $DIS is this:
2/ I went to Disneyworld as a kid and loved it.

I love it so much I wanted to take my kids there when I got older and I have many times.

It just creates a cycle that can go on and on as long as the next generation is engaged with $DIS.

And Disney has the ability to raise it
3/ prices every year.

Hell Disney is an inflation protected asset in that regard.
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