Catalyst watch for the week of November 5. Seeking Alpha Senior Executive Editor Kim Khan on a quiet week ahead on the macro-front and why consumer sentiment is just like any other poll. (00:21) Julie gives a brief earnings preview of Disney (DIS). (03:10) They also discuss Disney acquiring Comcast’s (CMCSA) stake in Hulu and the Six Flags (SIX), Cedar Fair (FUN) merger. (04:57)

Episode transcripts seekingalpha.com/wsb.
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Show links:
Hulu's valuation still up in the air as Disney to buy Comcast stake
Six Flags, Cedar Fair ride higher amid upgrades at Citi, B Riley on merger hopes
Uber, Lyft seen having strong Q3 results, though with lower multiples - UBS

Broadcast on:

04 Nov 2023