Great writing as always! I am a new DIS shareholder like you and I would continue to add to my position as and if the price tips down. My question is regarding their long term debt. Do you have any thoughts about the size of their debt, the maturity schedule of it, and their ability to roll old low interest rate debt into new loans at reasonable rates? Any other thoughts regarding this. Thank you.
Great writing as always! I am a new DIS shareholder like you and I would continue to add to my position as and if the price tips down. My question is regarding their long term debt. Do you have any thoughts about the size of their debt, the maturity schedule of it, and their ability to roll old low interest rate debt into new loans at reasonable rates? Any other thoughts regarding this. Thank you.