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Walt Disney Company: A Lesson On Overvaluation

Article By:
Chuck Carnevale
Wednesday, December 16, 2020 4:46 PM EST
Even the best companies can become dangerously overvalued by the market. Sometimes they can remain that way for extended periods of time. We have seen this many times in history.
In this article: DIS
Fox-Disney Deal Creates A New Greater Fool
Interesting... but what is the value of the rest of what #Disney paid Fox 71bil for? Disney MrtCap has been sitting at 210bil area for some time $DIS.
Disney Delivers 26.5M Disney+ Subscribers
No surprises here. I am betting on $DIS
Disney’s ESPN Continues To Struggle With Lost Subscribers
What's your take on $DIS these days?
Netflix's Glory Days Are Past
I've read that for #Disney, the move into streaming is more about the data it can collect on viewers than the revenue it will generate from subscription fees. Disney can make billions off a single movie (Avengers Endgame, Star Wars, Frozen, etc.). A fortune off related licensing, etc. Streaming revenue is a drop in the bucket. $DIS
Netflix Plays With Pricing And Games To Attract Subscribers
#Disney has a large library and will likely steal some of #Netflix's thunder, but I don't consider it a major threat. It's library still pales in comparison to Netflix and is limited to their own vault of films and TV shows. I expect the number of people who would actually REPLACE Netflix with Disney is relatively small. More likely, people will have both. $NFLX $DIS
Box Office Bust: Revenue Down Nearly 10% Midyear
But not for #Disney; it’s up about 20% from where it was at this time last year. So your article means nothing for $DIS except to prove that it’s the dominant player!
Netflix Whisper Number Showing Confidence
You don't think #Disney's new streaming service will negatively affect the Outlook on #Netflix? $DIS $NFLX
Disney Disappoints: ETFs to Watch
$DIS did not disappoint.....ESPN did.... they need to dump that lead weight.
Disney Trying To Woo Fox - Technology Stocks
Unless #Disney terminates it's agreements with other streaming providers like #Amazon and #Netflix, I don't see the value in having a standalone product featuring their films. Most are already available elsewhere, why would I sign up for yet another service $DIS
Disney: Fox Acquisition, Streaming and Tax Reform
Great article. $DIS is going to keep going up.