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TIP528: Mastermind Q1 2023 w/ Tobias Carlisle and Hari Ramachandra
We Study Billionaires - The Investor’s Podcast Network
Disney's Positives and Negatives
Disney has two advantages: a low cost of production compared to other players and multiple sources to reach customers, including pay television and their parks and cruises. Their parks revenue grew 21% compared to last year. They are capturing the market with their Disney Plus Hulu bundle with ESPN Plus and their losses are decreasing. The return of Waviger is a positive as it decentralizes decision-making and talks about cost restructuring. However, risks include being in businesses that are not their core strengths, such as sports, and exposure to economic weaknesses. The key thing to watch is their ability to churn out good creative content. Despite a high price-to-earnings ratio, measures like cost restructuring can improve profits and earnings. Disney is in a strong position in the streaming industry due to their diversification and avoidance of bidding wars.
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