We Study Billionaires - The Investor’s Podcast Network

TIP277: Intrinsic Value Assessment of Disney - w/ David Trainer (Business Podcast)

Jan 12, 2020

David Trainer, the founder and CEO of New Constructs, shares his expertise in assessing Disney's intrinsic value, emphasizing the significance of understanding financial strategies and market dynamics. He discusses Disney's competitive edge, particularly its ability to charge premium prices for unique experiences and the success of Disney+ in attracting subscribers. Alongside Sean Murray, the conversation also touches on democratizing financial research and the challenges faced by aspiring fund managers, blending investment insights with personal development.

45:14

Episode guests

Sean Murray

David Trainer

AI Chapters

Episode notes

Intro

2min

Disney's Financial Strategy and Competitive Edge

8min

Pricing Power and Memorable Experiences

6min

Assessing Disney's Value

7min

Democratizing Financial Research

6min

Navigating Fund Management Challenges

10min

Introducing The Good Life

9min

On today's show, we talk about the intrinsic value of Disney. Our guest is David Trainer who's the founder and CEO of New Constructs.

IN THIS EPISODE, YOU'LL LEARN:

What is the intrinsic value of Disney.
Why return on invested capital is so important to understand and to use.
How to understand earnings calls.
Ask The Investors: How do I start managing money for other people?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Listen to The Investor’s Podcast’s new podcast, The Good Life.
Join Preston, Stig, and Sean at the Berkshire Hathaway Annual Shareholder’s Meeting.
Preston and Stig’s episode on The Power of Moments.
David Trainer’s company, New Constructs.
David Trainer’s analysis of Disney.
David Trainer’s analysis of micro-bubbles.

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