In today’s episode, Shawn O’Malley (@Shawn_OMalley_) will be breaking down the Magic Kingdom company: Disney.

You’ll learn about why recognition value is so important to Disney, why hit movies are just the top of the sales funnel for Disney, how Disney has built a flywheel supporting its businesses, what the outlook is for Disney’s streaming efforts, how Covid hurt the company and how it has bounced back, why the company’s famed ex-CEO Bob Iger returned, what to make of Disney’s financials and valuation, plus so much more!

Prefer to watch? Click here to watch this episode on YouTube.

IN THIS EPISODE, YOU’LL LEARN

00:00 - Intro

01:48 - How Disney relies on recognition value at the top of its sales funnel

04:36 - What to understand about the flywheel of Disney’s businesses

11:34 - How Disney’s streaming business is doing

14:17 - Why Covid was so challenging for Disney

19:17 - Why Disney’s famed ex-CEO Bob Iger returned to the company

32:02 - What makes ESPN so profitable

36:43 - What to make of Disney’s financials and valuation

39:51 - Shawn’s opinion on buying the stock

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

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MI372: Can Disney Bring The Magic Back? Valuing Disney w/ Shawn O'Malley 59:38 Share

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Shownotes Transcript

MI372: Can Disney Bring The Magic Back? Valuing Disney w/ Shawn O'Malley