We discussed the following with Stig Broderson and Preston Pysh on the We Study Billionaires podcast:

  • The strength of Disney’s business model
  • Valuing Disney using our reverse DCF model
  • The importance of return on invested capital (ROIC)
  • Flaws in traditional equity research
Listen to the We Study Billionaires Podcast

See our previous research on Disney below:

  1. This Media Giant Should Continue Its Dominance in 2017
  2. Things Are Looking Up for Disney
  3. Micro-Bubble Winners
  4. Too Many Positive Catalysts to Count for This Media Giant
  5. Disney’s Avengers Spell Endgame for Netflix
  6. Disney’s Strategy Is Working

You can read all our research here. Learn more about any of the metrics, methodologies, and calculations mentioned in the podcast by visiting our Education section here.

This article originally published on January 13, 2020.

Disclosure: David Trainer, Kyle Guske II, and Sam McBride receive no compensation to write about any specific stock, sector, style, or theme.

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