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Investing In Disney Is About Believing (Video)

May 07, 2018 1:35 PM ETThe Walt Disney Company (DIS)NFLX, AMZN92 Comments
Sven Carlin profile picture
Sven Carlin


  • We all know what is going on with Disney but the key is to look at the unseen.
  • There are two scenarios when it comes to investing in Disney: explosive growth or stagnation.
  • The key question is: can you invest in the unknown when nobody knows when or whether it will happen?

Disney (NYSE:DIS) is perhaps the stock that I have received the most comments about, so here is my discussion about it. I briefly describe what has been going on, but the focus of the video is about investing in the unseen. Nobody knows when will DIS be able to monetise its content directly to the customer, like Netflix (NFLX) or Amazon (AMZN) have been doing lately, or whether the investment in Fox (FOX) (FOXA) will pay off.

So, the only thing to do is to look at this from a risk-reward perspective. Ask yourself how much you can lose if revenues and earnings continue to slowly decline, and how much you can gain if DIS manages to battle NFLX and AMZN in the direct-to-consumer business.

Enjoy the video.

This article was written by

Sven Carlin profile picture
Passionate about value investing! Education: PhD - A Real Value Risk Estimation Model for an Emerging Market Experience: Investment manager at Let it grow investments, Netherlands Assistant professor at the University of applied sciences Amsterdam, Netherlands Data researcher at Bloomberg, London UK

Analyst’s Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.

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