Advanced Share Analysis: The Walt Disney Company (NYSE: DIS)
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What is the main focus of the episode on The Walt Disney Company?
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Please remember that all of the information in this podcast episode is limited to general information only. That means the information is not specific to you, your needs, goals, or objectives. So you should seek the advice of a licensed and trusted financial professional before acting on the information. And before you acquire or apply for a financial product, please read the PDS or product disclosure statement, which should be available on the issuer's website. Lastly, please keep in mind that past performance is not indicative of future performance.
Welcome to this episode of the Australian Finance Podcast. Today, we are joined by a very special guest. That guest is Kevin Fung. How are you going, mate? Very good, Owen. How about yourself, mate? Very good. Thanks. Very good. So this is the third episode of Shares Month and we've labeled it Advanced. But don't let that put you off, dear listener. We are talking about things and we're going to try and break it down in simple terms while carrying through some of the lessons that we learned from the last couple of weeks. And in particular... We're going to talk about the five-part checklist. We're going to apply that to Disney, the Walt Disney Company, NYSE. Dis, D-I-S, or Dis Company is what we're talking about today.
Kevin, straight up, I think you own Disney, right?
Actually do, Owen. So full disclosure to all our listeners out there, I do hold and own Disney.
Yeah, cool. How long have you held it for?
Probably a couple of years now. Once I started starting to dig into the details and started to understand, you know, the type of businesses that I actually own and it was a bit more than some of the studio movies. Just sounded like a really good business, really interesting business as well. So probably a couple of years ago, I bought Disney. little parcel of shares and been a happy shareholder since.
Cool. Yeah. I noticed it's up 75% as of the date that we record this. It's up 75% year over year. So that's fantastic. Well done to you, my friend. So this is the first time you've been on the show. We had Catherine on the show last week. Can you just give us a bit of an intro into Kevin and I guess how you got into investing?
Yeah, no worries. My folks really sort of always taught me to be a saver. And the idea of sort of not spending a dollar that I have today and hopefully being able to have that $1 grow into something a little bit more, that was something that really related to me, just on a personal level. And then throughout high school, I did, I think through school, I did the ASX share market game. I actually didn't do very well at all.
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Chapters
5 chapters
1
What is the main focus of the episode on The Walt Disney Company?
0:00–10:57
2
How does Disney's intellectual property contribute to its value?
10:57–21:16
3
What is the impact of customer acquisition costs on Disney's growth?
21:16–34:06
4
How does Disney Plus compare to competitors like Netflix?
34:06–1:00:14
5
What valuation models are used to analyze Disney's stock?
1:00:14–1:10:47
Speakers
3 identifiedMore from Australian Finance Podcast
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