The Intrinsic Value Podcast - The Investor’s Podcast Network

MI372: Can Disney Bring The Magic Back? Valuing Disney w/ Shawn O'Malley

Oct 7, 2024
Dive into the fascinating world of Disney and discover how brand recognition fuels its success. Explore the 'Disney Flywheel' and the critical role of acquisitions in franchise growth. Learn how Disney is maneuvering its streaming strategy and recovering from the pandemic's impact. Uncover the financial landscape, including the significance of ESPN and a hefty $60 billion investment. Shawn O'Malley shares insights on what the future holds for this iconic company and whether it’s a smart move to invest in its stock.
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1
Intro
00:00 • 2min
2
The Evolution of Disney: A Century of Creativity and Branding
02:09 • 2min
3
Disney's Strategic Evolution and Market Insights
04:04 • 13min
4
Disney's Streaming Strategy and Theme Park Recovery
17:01 • 17min
5
Disney's $60 Billion Investment: Implications and Insights
33:49 • 5min
6
ESPN's Role in Disney's Future
38:27 • 16min