What I Am Buying Today.

[ken-do-nim]

(07-25-2023, 09:29 AM)vbin Wrote:

(07-25-2023, 07:39 AM)Forticus Wrote:

(07-25-2023, 07:05 AM)ken-do-nim Wrote: Got the annual bonus? 

I'm curious about DIS.  I haven't been in that name since 2018 or so.  You'd think with their attempted monopoly on American culture that they would be flying high but they never seem to.  Do you see a brighter future for them?

Knock, knock! Who's there? Bonus. Bonus who?
Look's I should binge less Disney+ and read more.

Disney ... Holding a picture of 1969 showing me with SnowWhite on vinyl. Started buying DIS in 2017. Caught the falling knife on 3/23/2020. Future earnings growth seems 20%+. May the dividend pay my Disney+ subscription some day. In Fastgraphs we trust.

Good to see your post. I have been looking at dis as well. Fastgraph shows Disney still overvalued significantly. It has traded at 15 pe multiple times historically. What’s your thesis?

That's what I was going to say; P/E is 38.17, no dividend.  I'm reading about the parks having low attendance.  -23% in the past 5 years.  Movies like Indiana Jones not making the money that was expected.

Case in point; I had been binging Disney+ but I burned out on it