Brett Sifling and Will Rhind break down key takeaways from Disney's blowout 1Q earnings. Sifling says they do believe shares are fairly valued at current levels, but says there is a lot to look forward to with the company's DTC unit Disney+, with commitments to release one new title per week for the rest of the year. Rhind takes a more hesitant approach, noting they will have to diversify their content to really begin competing in the streaming space.