Disney stock analysis – I don't believe Bob Iger can swing his and turn this ship.
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Huge improvement in audio quality! Now THAT was a worthwhile investment! Timely video as well, DIS has been on my watchlist for a while, but I remain patient for a larger drop.
Great video Sven! Love the content
DIS should separate its operating businesses (cable, D+, parks, etc) from its content licensing business.
Sven, I think great candidate for the portfolio would be Celanese:
– Healthy and boring business,
– Pays reliable dividend
– 30% undervalued
Could you make the video about either Celanese or MMM?
I think he already spoke about MMM and the lawsuit which may cripple their business.
On paper, betting on streaming is a good ideia, specially with the catalog Disney has, but the level of competition is so high (as you mentioned) and capital intensive that, apart from the pandemic (when everyone was locked at home and had nothing to do), I think it´s nearly impossible to turn it profitable. I put Disney on the same level as facebook, with it´s metaverse… They have plateaued, and are trying to grow by any means. Plenty of better risk and reward businesses out there!! Hope that you do an update on cooper businesses soon Sven!
I agree with you Sven, however you just talked about CEOs attitude and numbers, multiples and PEs.
Its also about what management and strategy they have for the next 5 yrs and then 10yrs!
But overall, its a hold or even a sell….risk is getting high.
“Bog” Iger is the best description of what Disney has been to investors for years if not decades.
Very good video, love it.
I currently hold a very smal Position in Disney. I bought when it fell below 95 €. My original thesis was, that Disney does have a have competitiv advantage in comparison to other streaming Services, bacause of their interlectual properties and the generational bond it can create with customers. I figured that If the cinemas we’re to be displaced (the Trend was pointing in that direction) and Disneys brand still had its value a loyal customerbase would be there. And they would have to buy Disney plus because their content ist being phased out of other streaming services.
However, I think that I, the market and Disney itself for that matter were and are too focused on the streaming right now. As i learned more, the parks are the core business for me because they are the reason the brand ist so fondly remembered throuout the Life of the visitors. I currently see a lack of Investments in them and the actors. Furthermore i think the ESPN Akquisition was a Bad one. I think they payed too much for a company with an unideal future Outlook.
Im with you that the Future does Not Look as promising as the past. I still hold on to my small position as it ist in the negativ but If the market gets too exuberant i would sell it If nothing fundamental would have changed.
I think their legacy brands hold value and can continue to be leveraged in the future just need the right management and messaging. What share price is that value ?
If Spotify struggles to make FCF as king of the music streamers then I don’t see any profits for Netflix or Disney Plus, ever.
Sempre ben druze Sven, grazie per il servizio
I’ve been waiting for a take on this, thank you!
I bought 8 shares when it dipped under 100, based on valuations on a few other channels, and admittedly an emotional desire to own Disney.
I would not have bought without the valuations, though. I have to put it into the ‘speculation’ column, though.
Iger said recently that they’re willing to license out properties. And there’s a chance that they could sell Hulu. They do have some valuable properties they haven’t taken full advantage of, especially ones acquired from Fox. There are some very lucrative deals to be made there.
The content spend on Disney plus provides long term asset value. Also strengthens the company moat. Personally love Disney and will continue to buy under 90
Could you make a vídeo analysing the PSI the portuguese index and its companies
And tell your opinion wich are the best companies to Invest for the long Run
For exemple we have Navigator, Corticeira Amorim wich are companies leaders on their sector
I would love to hear your opinion thank you Sven.
Most turnarounds hardly turn. Old Bob Iger has talked the talk, and we have to wait to see how he walks the walk before we buy into his turnaround story.
Chapek was the fall guy. He has positioned Disney to make a great turnaround. The macro environment is unfortunate but I believe their media side will do well. They way they gave power back to the studio and chose to focus on their core franchises is the right move. Disney plus is still on track to be profitable by 2025 and parks are doing great. They focused on Marvel which I think was a mistake. Their true moat is in family entertainment. I believe they should focus on their animated movies because being that they are Disney they cannot do adult themes justice.