Disney: Streaming Growth And Park Recovery

Apr. 06, 2022 12:22 PM ETThe Walt Disney Company (DIS)56 Comments
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Building Benjamins
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Summary

  • $192 per share is our estimate of fair value.
  • Disney+ and streaming have an estimated value range of $30-$46 per share.
  • We've seen the successful launch of Disney+ with 130 million subscribers.
  • Disney has global brand strength with multiple brands: Disney, ESPN, ABC, Star Wars, and innumerable animated movie characters. It also has 500+ channels owned globally, broadcasting in 180 countries.
  • We're seeing theme park recovery post-COVID lockdowns, including an ongoing list of expansions and acquisitions.

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Walt Disney Studios, Paris

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DIS Price History Since 2017

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This article was written by

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BuildingBenjamins.com is a free stock picking and market commentary investment newsletter. We also provide video reports on YouTube. https://www.youtube.com/@BuildingBenjamins ------ Ben Halliburton founded BuildingBenjamins.com and Tradition Capital Management in 2000 where he was named “PSN Manager of the Decade” for All-Cap in the 2000s and “PSN Manager of the Decade” for Dividend Value in the 2010s. We are focused on investing in stocks as a business. The Qualitative attributes like products, brands, patents, distribution, resources, networking effect, R&D, and management drive quantitative financials like ROE, free cashflow, earnings power, dividend payout ratio, and growth. Once we have the quantitative, we can estimate the fair value of the stock. Since starting his investment career at Merrill Lynch in 1986, Ben has been continuously involved in investing. As a partner and portfolio manager at Brundage Story and Rose in the 1990s, he was the top performing portfolio manager at the firm and his “Disciplined Growth Strategy” outperformed the S&P500 in the 1990’s bull market. Ben is now running a family office, Tradition Investment Management, and publishing his personal portfolio on https://buildingbenjamins.com

Disclosure: I/we have a beneficial long position in the shares of DIS either through stock ownership, options, or other derivatives. 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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