### Comment:
Outside analytics are always a bit sketchy, and Disney is only going to release positive news (or paint it as positive). Sub numbers won’t be announced again until next ER so who really knows. I started around the August highs but averaged down during consolidation. I lost some money hedging the last ER and have tried to chase swings on calls more recently that didn’t pan out, so my net on Disney is actually not that good.

### REPLY:
I feel you on the net being worse than it should be. I hit big on the Dis+ reveal and reinvested the gains. Then the slow drag to the low 130s happened and threw away a lot of the gains. Also made other plays that didn't pan out. Now I'm back sitting pretty thanks to this run up the last few weeks. 
  
 Patience is a virtue with DIS

### END.