The Bull Case for AT&T
Update: 2024-03-15
Description
Top telecom analyst Peter Supino at Wolfe Research explains his upgrade. Plus, Disney battles a board takeover with a cartoon duck.
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The Disney fight is pretty clearly a fight over the terrible creative direction of the company over the past 10 years. Disney has been prioritizing woke messaging over quality storytelling. Abysmal box office results support this thesis.