Look at: https://www.boxofficemojo.com/yearly/chart/?yr=2018&p=.htm Positions 1,2,3,5,6,9,10,11 are Disney IPs It is scary how well they are doing. The risk is in trends shifting and of course new generations might consume less mega productions and IPs. Basically on the movie front they are already doing "so well" that room for growth is almost non existent. The streaming is the natural place to look for growth but netflix has good footing there (even if the business is not sustainable).

Stars Wars, really? That's been history for a long time. Disney target audience is the youth but the comments from the youth are very negative about watching so many remakes of the same old super hero themes.

I do agree with bubble on NFLX

I agree with pretty much everything, but was disappointed that the low valuation wasn't examined in greater depth. What will be the catalyst that propels the shares to $170 in a few years? Disney has unfortunately been trading sideways for a long time and I'm not sure the strong 2019 film slate is going to be enough for a $50+ gain anytime within the next couple years.

Excellent investment case for the mouse house. I am surprised he did not mentioned the possibility of DIS becoming at some point an M&A target. As AAPL is floundering and needs a second act asap, DIS could be a consideration to to give AAPL's content play a leg up. Furthermore the relationship w/DIS is traditionally reasonably "warm" with the JOBS estate owning a meaningful chunk of of shares from the PIXAR acquisition.

Disney made ESPN SJW. Made marvel comics SJW. Made Starwars SJW. Great job Disney, I am so bullish.

I'm bullish too but I dunno if you need 20 mins for this trade idea. Just my 2c, not trying to offend.

I have a couple things to add that weren’t covered. First, on the parks side, I’d highlight the new Star Wars lands under construction. Everyone expects significant attendance increases when they open, beginning with Disneyland this summer and Disney World towards the end of the year. They’ve also got new hotels on the way and brand new attractions in the works. Disney World’s 50th anniversary will be in 2021 and they expect increased attendance from that as well. Overall, there are a lot reasons to be positive about this side of the business. On the risk side, any recession could significantly challenge the parks business. I remember the deep discounts they had to give to get people into the parks during the last recession. That’s something to be mindful of if things turn south in the economy.

How will the recent acquisition of FOX going to affect Disney’s B/S, esp the debt aspect? Thx

Agree about Netflix. But perhaps even this is flogging a dying horse. Tired superhero and animated features (all of which are variations on exactly the same formula). Tacky theme parks and cheaply made (but expensive to buy) merchandise? Is all of this really 'high quality content'? Historically this has been a superb stock to town. I just wonder now that people have more choices...