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Disney's Stock: A Look Behind the Scenes | Value Investor Chatter #164
Manage episode 353507152 series 2430352
Disney is one of the most iconic companies in the world, and its stock is a favorite among investors. In this video, we'll dive into the numbers and provide an in-depth analysis of Disney's stock performance. From its media and entertainment division to its theme parks and resorts, we'll take a closer look at the various business segments that drive Disney's success on the stock market. This video is perfect for anyone looking to gain a better understanding of Disney's financials and how to invest in the company.
Episode Outline
(00:00) Exploring Disney's Leadership Changes
(02:37) Disney's Acquisition of Fox Searchlight and Its Impact on Streaming Services
(04:33) Disney's Leadership Transition: Bob Chapek to Bob Iger
(06:53) Analysis of Bob Iger's Tenure as Disney Director and Its Impact on Capital Allocation
(08:51) Discussion on Disney's Streaming Strategy and Leadership Changes
(13:04) Discussion on Disney's Capital Allocation and Customer Service Quality
(14:56) Discussion on Disney's Capital Allocation Strategy
(20:08) Discussion on Disney's Financial Challenges Following the Acquisition of Fox
(23:35) Analysis of Disney's Capital Allocation Decisions and Trian Partners' Proposal to Restore the Magic
(27:21) Analysis of Disney's Financial Struggles and Potential Turnaround
(28:58) Combining the Entire Organization into a Single PNL: Exploring the Streaming Business Strategy
(30:43) Strategies for Streaming Business Profitability
(32:28) Discussion on Value Investing: Analyzing the Case of a Struggling Company
Facebook: https://web.facebook.com/valueinvestor49
Twitter: https://twitter.com/valueinvestor49
TikTok: https://www.tiktok.com/@valueinvestor49
LinkedIn: https://www.linkedin.com/company/valueinvestor49/
Website: https://valueinvestor.org/
--- Support this podcast: https://podcasters.spotify.com/pod/show/valueinvestor49/support181 episodes
Manage episode 353507152 series 2430352
Disney is one of the most iconic companies in the world, and its stock is a favorite among investors. In this video, we'll dive into the numbers and provide an in-depth analysis of Disney's stock performance. From its media and entertainment division to its theme parks and resorts, we'll take a closer look at the various business segments that drive Disney's success on the stock market. This video is perfect for anyone looking to gain a better understanding of Disney's financials and how to invest in the company.
Episode Outline
(00:00) Exploring Disney's Leadership Changes
(02:37) Disney's Acquisition of Fox Searchlight and Its Impact on Streaming Services
(04:33) Disney's Leadership Transition: Bob Chapek to Bob Iger
(06:53) Analysis of Bob Iger's Tenure as Disney Director and Its Impact on Capital Allocation
(08:51) Discussion on Disney's Streaming Strategy and Leadership Changes
(13:04) Discussion on Disney's Capital Allocation and Customer Service Quality
(14:56) Discussion on Disney's Capital Allocation Strategy
(20:08) Discussion on Disney's Financial Challenges Following the Acquisition of Fox
(23:35) Analysis of Disney's Capital Allocation Decisions and Trian Partners' Proposal to Restore the Magic
(27:21) Analysis of Disney's Financial Struggles and Potential Turnaround
(28:58) Combining the Entire Organization into a Single PNL: Exploring the Streaming Business Strategy
(30:43) Strategies for Streaming Business Profitability
(32:28) Discussion on Value Investing: Analyzing the Case of a Struggling Company
Facebook: https://web.facebook.com/valueinvestor49
Twitter: https://twitter.com/valueinvestor49
TikTok: https://www.tiktok.com/@valueinvestor49
LinkedIn: https://www.linkedin.com/company/valueinvestor49/
Website: https://valueinvestor.org/
--- Support this podcast: https://podcasters.spotify.com/pod/show/valueinvestor49/support181 episodes
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