MI372: Can Disney Bring The Magic Back? Valuing Disney w/ Shawn O'Malley
The Intrinsic Value Podcast - The Investor’s Podcast Network
Disney's Strategic Evolution and Market Insights
This chapter analyzes Disney's business strategy through the 'Disney Flywheel' concept, detailing the impact of acquisitions on franchise growth and the shift to streaming services. It also explores the current real estate market dynamics and strategic investment opportunities amid fluctuating conditions.
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) will be breaking down the Magic Kingdom company: Disney.
You’ll learn about why recognition value is so important to Disney, why hit movies are just the top of the sales funnel for Disney, how Disney has built a flywheel supporting its businesses, what the outlook is for Disney’s streaming efforts, how Covid hurt the company and how it has bounced back, why the company’s famed ex-CEO Bob Iger returned, what to make of Disney’s financials and valuation, plus so much more!
Prefer to watch? Click here to watch this episode on YouTube.
IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
01:48 - How Disney relies on recognition value at the top of its sales funnel
04:36 - What to understand about the flywheel of Disney’s businesses
11:34 - How Disney’s streaming business is doing
14:17 - Why Covid was so challenging for Disney
19:17 - Why Disney’s famed ex-CEO Bob Iger returned to the company
32:02 - What makes ESPN so profitable
36:43 - What to make of Disney’s financials and valuation
39:51 - Shawn’s opinion on buying the stock
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
- Check out The Ride of a Lifetime: Lessons learned from 15 years as CEO of the Walt Disney Company by Bob Iger.
- Check out Walt Disney: The Triumph of the American Imagination by Neal Gabler.
- Breakdown of TV Sports Rights.
- Check out the books mentioned in the podcast here.
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