The Walt Disney Company (DIS) – 10 reports
See all our reports on The Walt Disney Company.
Kyle Guske II, Senior Investment Analyst, MBA
SEARCH:DIS
Kyle Guske II, Senior Investment Analyst, MBA
3 Focus List Laggards We Still Like
We’re starting 2022 by looking at three Focus List stocks that underperformed in 2021 but that we remain bullish on.
Matt Shuler, Investment Analyst II
Hold on to These Best-in-Class Businesses Post Earnings
These two best-of-breed firms are positioned to continue to create shareholder value over the long term
Matt Shuler, Investment Analyst II
The Magic Kingdom Is the Streaming Industry’s Micro-Bubble Winner
This week, we focus on a firm that is well-positioned to thrive in the increasingly competitive video streaming market.
Matt Shuler, Investment Analyst II
Disney’s Strategy Is Working
Disney’s unparalleled collection of IP, unique brand, and superior content monetization capabilities give it a significant competitive advantage over Netflix (NFLX) and every other content company.
Sam McBride
Micro-Bubble Winners Continue to Outperform
These “Micro-Bubble winners” remain undervalued and we expect them to continue to outperform.
Kyle Guske II, Senior Investment Analyst, MBA
Disney’s Avengers Spell Endgame for Netflix
Content is king, and Disney’s superior content will help it translate its dominance from the box office to the streaming video world.
Sam McBride
Too Many Positive Catalysts to Count for This Media Giant
The expected completion of an acquisition, along with other catalysts, should provide further upward momentum for this stock in 2019.
Sam McBride
Micro-Bubble Winners
This report presents a list of long ideas for stocks that should rise when the micro-bubble stocks we listed in our last report fall.
Sam McBride
Things Are Looking up for Disney
In our long thesis on Disney in January, we wrote that there were four key catalysts that could help the stock overcome ESPN fears and break out of its rut. After a down year, Disney looks poised to deliver significant returns for shareholders.
Sam McBride
This Media Giant Should Continue Its Dominance in 2017
Warren Buffet’s advice to “be fearful when others are greedy, and be greedy when others are fearful,” presents an interesting conundrum
Sam McBride