Short Netflix, Long Disney

Published on
July 30th, 2019
23 minutes

Short Netflix, Long Disney

Trade Ideas ·
Featuring Andrew Freedman

Published on: July 30th, 2019 • Duration: 23 minutes

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.