Parents continually have more kids or kids become of age where they will subscribe. I don’t know how many kids there are in the US but you could probably extrapolate some of these details based on birth rates and an % of subscribers. Thing is when you have a kid of age, you’re keeping that thing for a couple years at least.Realistically, how much higher can DIS run? They have 88m Disney+ subscribers, while Netflix has 195m. With DIS as a company having a 280bn market cap and NFLX at 220, if Disney catches NFLX subscriber count in a couple years the mkt cap of Disney would have to double, right? Assuming they don't **** everything up and NFLX isnt too overvalued? Disney a good buy even at ATHs?