PayPal vs Disney
Hoping to spur more discussion on stocks vs “buy VOO.” PYPL and DIS are near 5-10 year lows. Negative sentiment on both is very high. Are you buying one, none, or both? And why?
PayPal
* 6 year low
* down from a high of over 300
* in a very competitive space
* rising revenue in recent years but same income in 2022 as 2019
Disney
* major negative sentiment
* musical chairs with CEO
* major issues with recent media (Star Wars films, marvel films, Disney+ content)
* writers strike
* recent investment in parks and cruises signaling they may not be confident in their media generation
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