Disney Is A Potential 3X Hidden In Plain Sight May 30, 2018 4:59 PM ET | 181 comments | About: The Walt Disney Company (DIS) , Includes: NFLX Gregory Vousvounis Value, growth at reasonable price, long-term horizon, long only Follow me on Twitter ( 606 followers) Summary Disney is beginning a business model change that will unlock tremendous value from its IP. Its addressable market as an SVOD business is huge and it already has a brand-name advantage. Current price is reflecting a low growth market outlook that is too short-sighted. As Disney changes, mistakes will be made and will provide many entry points. Disney ( DIS ), one of the most recognizable brands around the world (see here and here ). A brand we trust to cater to our children. A brand we grew up with. A brand that is still growing its influence worldwide. I know it's old news by now, but please b...
Comments
Post a Comment