Disney (DIS) Contains A Netflix-Sized Business | But Is It A Good Investment?

Disney stock (DIS)soared to $200 in early 2021 but has since dribbled down to levels first seen at the end of 2020. We've also recently seen an analyst downgrade and the potential for slowing growth in Disney+. Given that the business is still in recovery mode, and carrying more debt than usual, does it deserve the current stock price which is 13% higher than the pre-pandemic all-time high?

00:00 Intro
00:26 Disney business structure, The Bob Era
05:05 The Disney Universe of Companies
06:06 Historical revenue growth
06:34 The monumental growth of Disney+ & Direct-to-Consumer
07:50 Fundamentals run through
09:30 Disney's 18-month price action
11:00 Reasons for the recent decline
12:20 Disney contains a Netflix-sized business
14:33 Forecasting future revenue and a target share price
19:27 Outro

#stocks #investing #disney

DISCLAIMER: I am not a financial advisor. These videos are for educational purposes only. Investing of any kind involves risk. Your investments are solely your responsibility and we do not provide personalized investment advice. It is crucial that you conduct your own research. I am merely sharing my opinion with no guarantee of gains or losses on investments. Please consult your financial or tax professional prior to making an investment.

[fpeter]

Taking us through your spreadsheet of assumptions & projections was incredibly insightful. One of the best analysis videos I have ever watched, brilliant work 👍

[markperryhandpan]

Really enjoyed this video going in depth for one stock at a time.

[gbssav]

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[robertotricomi]

fantastic report, you say what i think but with number

[harishkumar-wnuk]

Great analysis. One question: how did you arrive at the target price from the operating income ?

[cousinmerl]

Nice, would be good to see more reviews of some of other Blue chip stocks like facebook and google, these stocks have been hammered over the past week but I still see a lot of value in them.