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Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: MI372: Can Disney Bring The Magic Back? Valuing Disney w/ Shawn O'Malley
Description: In today’s episode, Shawn O’Malley (@Shawn_OMalley_) will be breaking down the Magic Kingdom company: Disney.You’ll learn about why recognition value is so important to Disney, why hit movies are just the top of the sales funnel for Disney, how Disney has built a flywheel supporting its businesses, what the outlook is for Disney’s streaming efforts, how Covid hurt the company and how it has bounced back, why the company’s famed ex-CEO Bob Iger returned, what to make of Disney’s financials and valuation, plus so much more!Prefer...