Kevin Fung
speaker
348 appearances
1 recordings
1 series
first heard May 2021
last heard May 2021
Kevin Fung’s voice in public audio — every appearance, attributed to the second.
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Appearances
That's something that is going to be a big risk.
But, you know, really the other one is culminating in that and it all relates onto the
the same thread is these big acquisitions that they've done over in time, whether it be Pixar back in 2006 for $7.4 billion or Lucasfilm with all the Star Wars rights for $4 billion in 2012 or paying $70 billion for 20th Century Fox, which owns all the Simpsons stuff.
If one of these big bets doesn't pay off, I think that's going to be a very big risk to the company and shareholders because it means that they're paying a whole lot of money for this asset, for these storylines, for these characters.
And if the public don't take to that, it means that all of that money could be going up in flames.
But seeing that record, seeing the track record of Disney, it's
$4.2 billion for Marvel.
I think they would have made that in chump change through one of their movies and look at all the storylines that they've yet to explore.
No, I think the one thing about valuation is that it is much more an art than a science.
Like you can get very technical which into the statistics and modeling, you know, out
things to three decimal places and whatever.
But ultimately, it is my valuation will be different to your valuation.
And your valuation will be different to some other fund manager's valuation.
And that it all comes back to what is the story that we as analysts are telling.
How fast is, do we think that Disney can grow?
How fast do we think the parks will come back?
All of that is a very personal thing.
And I don't think anybody can be
exactly right, but we can be hopefully directionally right is what we're aiming for.
No, but you're absolutely spot on with all those points there.
Showing 281–300 of 348 · page 15 of 18
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