On a serious note, DIS’s lineup of movies look very strong this year, but movie revenues take a loooooong time to register in share price for some reason.
GOOG and DIS are just so far removed from financial analysis that it’s not easy to predict its trajectory (is it ever easy?). GOOG never reveals it’s long term strategy, and DIS monetization isn’t clear to me…
At my firm we issue a recommendation on GOOG like 6 months ago, and still going strong. DIS we recommended it about 3 months ago, a lot of good stuff in their numbers and future.