u/SekaiWithTheWolfCap

1 thesis · first seen Sep 4, 2026
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$DISr/ValueInvestingStock Analysisbullish
u/SekaiWithTheWolfCap · 76d agono track record yet

A bull case for Disney

Disney is trading at a historically low P/E (15x) with an implied growth rate of 4-11% depending on adjustments. Streaming profitability, strong IP optionality with AI-driven content cost reduction, and management's announced 8B+ share buyback and double-digit EPS guidance for 2026-2027 suggest meaningful upside from current levels despite near-term entertainment sector headwinds.

At post $96.14Now $102.19+6.3% since postedas of Oct 2, 4:30 PM ET
1d-0.3%
3d-1.3%
1w+2.9%
1m+11.6%
3m—
6m—
1y—
original post →

End of results.