Today's Above Avalon daily update includes the following topics:

Disney Discusses DTC Strategy
Disney and Apple Underestimated in DTC
Apple Acquires PullString

With Apple expected to unveil its revamped video strategy next month at Steve Jobs Theater, there is value in staying up to date with the dramatically changing video streaming landscape. Accordingly, Disney shared quite a few details about its new DTC (direct-to-consumer) strategy when reporting 4Q18 earnings. We will go over those details and how Disney and Apple are being underestimated in the DTC space. The email concludes with some Apple M&A news and my thoughts on Apple acquiring PullString.

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