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Spiros Segalas Comments on Disney

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Sydnee Gatewood
Apr 30, 2020
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While the recent Disney+ subscription video-on-demand (SVOD) service launch has exceeded expectations and should ease concerns about Disney’s (

DIS, Financial) ability to transition into the future SVOD-dominant world, we believe materially increased expectations for subscriber growth could result in investor disappointment.

From

Spiros Segalas (Trades, Portfolio)' Harbor Capital Appreciation Fund first-quarter 2020 shareholder commentary.

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