Investment Case Study: The Walt Disney Company (NYSE: DIS)
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What is the main topic discussed in this episode?
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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 back to this episode of the Australian Finance Podcast. And in this episode, I'm joined by a special guest who hasn't actually been on the finance podcast before, but I work with on a daily basis, Catherine Goh, who's one of our investment analysts here at Rask Invest.
Thanks, Kate. It's good to be here.
Yeah, so it took a bit of convincing, but I finally got Catherine on the show. She's been working with Owen and I for a few years now, but yeah, podcast debut. I know. Okay, so what we're talking about today, we're actually going to go deeper on last week's episode. So if you listened to last week's episode, which I highly, highly recommend you do before today's one. We covered a brief five-point checklist for some things to look out for when you're researching stocks, whether that's Australian companies or companies overseas. And then in this episode, we're actually going to go one step further and apply that checklist in a practical way to a company that we all know and love, the Walt Disney Company, which is listed on the New York Stock Exchange.
So this episode's part two of our five-part shares month series that we've put together because we've had a lot of requests to go more in depth on certain topics. And so each episode is going to get a little bit more advanced and technical. So next week, if you stay tuned to the series, we're going to have a episode with Owen and one of our senior investment analysts at Rask Invest, Kevin. And they're going to take what we discussed today to the next level and talk about some of the more technical aspects of investing and valuation. And then after that, we're going to have a special share month Q&A episode. So if you have any questions after last week's or today's or next week's episode, send them to podcast at rask.com.au and use the subject line shares month just so we can pull them out.
And then finally in week five, all four of us are going to gather and we're going to talk about where we'd invest a hypothetical $10,000 portfolio. So
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Chapters
7 chapters
1
What is the main topic discussed in this episode?
0:00–6:42
2
How does Disney generate revenue from its various segments?
6:42–12:28
3
What factors contribute to Disney's competitive advantage or moat?
12:28–17:14
4
Who are the key figures in Disney's management team?
17:14–23:07
5
What is the significance of Disney's brand and intellectual properties?
23:07–29:20
6
How has Disney adapted to changes in consumer behavior during COVID-19?
29:20–34:47
7
What is Disney's growth potential in the streaming industry?
34:47–39:55
Speakers
3 identifiedMore from Australian Finance Podcast
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