Disney: Compelling Investment, These Are Details You Should Consider

About: The Walt Disney Company (DIS)
by: Michael Wiggins De Oliveira
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Disney+ paid subscribers reach close to 29 million.

Discussing Disney's main competitive advantage - parks & merchandise.

Many moving parts and assumptions, but there are more than enough reasons to consider this stock undervalued.

Investment Thesis

Disney's (DIS) Q1 2020 results superficially were reasonable, indeed investors' after-hours reaction was muted.

However, upon deeper analysis, we can see this juggernaut taking up arms and repositioning itself for the