u/jetopia · 257d agono track record yet
I’m still not buying NFLX. Why not $DIS?
Disney trades at an unjustifiable discount (17x earnings, $200B market cap) relative to Netflix (35x+ earnings, $400B). After assigning a conservative $50B value to streaming, the remaining $150B of core assets—parks, cruises, studios, and sports—are worth significantly more than the market prices them. Multiple catalysts including post-Iger expansion, international growth, cruise revenue, or a potential ESPN spin-off should re-rate the stock higher.
At post $112.33Now $102.19-9.0% since postedas of Oct 2, 4:30 PM ET
1d+0.0%
3d-2.0%
1w-3.2%
1m-6.7%
3m-7.9%
6m-14.2%
1y—