Cathryn Goh

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250 appearances 1 recordings 1 series first heard May 2021 last heard May 2021

Cathryn Goh’s voice in public audio — every appearance, attributed to the second.

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Australian Finance Podcast · Investment Case Study: The Walt Disney Company (NYSE: DIS) · 10 May 2021 podcast

So this is the company behind it.

So yeah, it's one of the companies you can use as a kind of comparable, but there's no real comparative company to Disney.

Yes, I would say so.

It's been around for a very long time.

It's proven that it can innovate and it can, you know, get on to the next big thing.

And in terms of streaming, streaming is here to stay.

It's going to be big.

Yeah, another thing here is also when a big thing happens, it's important to note whether it's like a structural change or whether it's just a temporary setback.

So in the case of COVID, I think it's more of a temporary setback in terms of parks will eventually reopen, everyone will flock back to Disneyland, go on Disney cruises, stay in their resorts and so on.

In terms of valuation, there's a saying that goes around where price is what you pay, value is what you get.

So the price is what's on offer to you as an investor.

And if you've got a value in mind, which is informed by your research and your analysis, you can then determine whether that's a fair price to pay.

So for example, a Disney Plus subscription is now $12, I think.

And, you know, if you like Marvel, Star Wars, National Geographic, you might determine that the value of the subscription to you is worth more than the $12, so you happily pay it.

But if, you know, you don't really care about Marvel, you don't have kids who are interested in Disney Pixar, the value of the subscription might be less than $12.

So what you value with that determines whether or not you purchase it.

So the only real difference between investing and consuming is that there are formulas for valuing businesses.

And you're valuing the whole company, not just, you know, what you or I think the thing is worth.

So one way to look at valuation is to look at ratios.

It's just a very simple way to look at it.

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