TIP277: Intrinsic Value Assessment of Disney - w/ David Trainer (Business Podcast)
We Study Billionaires - The Investor’s Podcast Network
00:00
Disney's Financial Strategy and Competitive Edge
This chapter explores Disney's profitability and financial strategies across its various divisions, including parks, streaming, and studio entertainment. It emphasizes the success of Disney+ in subscriber acquisition while contrasting its content creation strategy with Netflix's licensing model. The discussion highlights Disney's unique ability to leverage its intellectual property and create synergies among its divisions, enhancing its competitive advantage in the media landscape.
Transcript
Play full episode
