Happy Ending In H2 - Upgrading Disney To Buy

Core Viewpoint - Disney (NYSE: DIS) experienced a mixed market reaction this quarter, with investor confusion regarding the concerns across its two interrelated business segments [1] Group 1: Company Performance - The company has been navigating various market challenges, including the technology landscape and risk mitigation during significant events like the dot com bubble and the credit default of 2008 [1] Group 2: Market Sentiment - Investors are struggling to gauge the balance between the two parts of Disney's business, which often work in tandem [1]