Anyone else think Disney is a good buy?
Listen, I’m still a noob and my approach is unsophisticated, but I don’t see why Disney wouldn’t be a really good buy.

Of course, I’m an idiot so this is purely based on the eye test.

You see all these recognizable stocks that have rallied a ton this year. It seems like every stock under the sun has seen 20%+ rises. Meanwhile, Disney is sitting at a nearly 5-year low.

I’m simple. I think: Disney has massive brand recognition and is a true cornerstone of the media industry, and arguably one of the more significant cultural cornerstones of American society in general, and it’s sitting at a 5-year low amidst a massive stock market rally?

What am I missing?

Anyone else think Disney is a good buy? Listen, I’m still a noob and my approach is unsophisticated, but I don’t see why Disney wouldn’t be a really good buy.  Of course, I’m an idiot so this is purely based on the eye test.  You see all these recognizable stocks that have rallied a ton this year. It seems like every stock under the sun has seen 20%+ rises. Meanwhile, Disney is sitting at a nearly 5-year low.  I’m simple. I think: Disney has massive brand recognition and is a true cornerstone of the media industry, and arguably one of the more significant cultural cornerstones of American society in general, and it’s sitting at a 5-year low amidst a massive stock market rally?  What am I missing?

Bobby

Netflix is building an anti-Disneyland
Netflix wants to break into the live experiences business, but instead of betting on massive amusement parks, it wants to be everything, everywhere, all at once. Read about its “don’t-call-it-a-theme-park” ventures.

https://sherwood.news/business/netflix-is-building-an-anti-disneyland/?utm_source=snacks&utm_medium=email&utm_campaign=snacks_20250227&utm_content=069de98fb96fb06bf2b4556a5d198760

Netflix is building an anti-Disneyland Netflix wants to break into the live experiences business, but instead of betting on massive amusement parks, it wants to be everything, everywhere, all at once. Read about its “don’t-call-it-a-theme-park” ventures.  https://sherwood.news/business/netflix-is-building-an-anti-disneyland/?utm_source=snacks&utm_medium=email&utm_campaign=snacks_20250227&utm_content=069de98fb96fb06bf2b4556a5d198760

Netflix wants to break into the live experiences business, but instead of betting on massive amusement parks, it wants to be everything, everywhere,...

Netflix is building an anti-Disneyland

Disney said its direct-to-consumer division, which encompasses Disney+ and Hulu, generated operating income of $293 million during the quarter ending on Dec. 28, 2024, compared to a loss of $138 million the previous year.

Tasia

Great call - Disney’s streaming segment posted operating profits of $253 million in the September quarter, a big swing from the $420 million loss a year earlier. The streaming profit helped offset a 38% drop in profits at its traditional TV business. Disney stock surged 9% in pre-market trading.

https://www.reuters.com/business/media-telecom/disney-nears-tipping-point-streaming-profits-start-offset-cable-decline-2024-11-15/

FWIW, I've think we've seen the bottom.  Will cautiously DCA

Nate

Great call - Disney’s streaming segment posted operating profits of $253 million in the September quarter, a big swing from the $420 million loss a year earlier. The streaming profit helped offset a 38% drop in profits at its traditional TV business. Disney stock surged 9% in pre-market trading.  https://www.reuters.com/business/media-telecom/disney-nears-tipping-point-streaming-profits-start-offset-cable-decline-2024-11-15/

The Mouse House… is set to report Thursday as theme parks cool and streaming heats up. Disney topped earnings expectations in August after its streaming biz (Disney+, Hulu, and ESPN+) turned its first profit of $47M. But traffic slowed at its US parks as folks cut back on pricey Magic Kingdom vacays. To spice up its biz, Disney’s reportedly looking at ways to infuse AI and mixed reality in its film, TV, and park divisions. Analysts say it could report a $150M+ earnings hit from park closures during Hurricane Milton.

Bobby

A group of likeminded people in The Most Important Thing are talking about this.