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Podcast episode: Disney
Today we released an episode for CCM+ subscribers on Disney $DIS

This is a complicated media conglomerate, and I bet we missed a few small details (I realized after recording we forgot to mention $CMCSA owns 33% of Hulu). However, here is what I believe a Disney thesis boils down to:

  • Will the theme parks continue printing money?
  • What does streaming look like a few years out?
  • How do sports rights play out in the U.S?

Also, there is some China risk to consider as well.

Spotify
Disney (DIS) | Not So Deep Dive
Listen to this episode from Chit Chat Stocks on Spotify. Disney, in short, operates as a worldwide entertainment company. It would be rare to find someone who hasn't heard of the brand. The Walt Disney Company was founded in 1923 in Los Angeles, California. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Disney. Enjoy the show! Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Contact us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (3:03) Industry | (12:00) Management & Ownership | (16:30) Earnings | (20:09) Balance Sheet | (25:35) Valuation | (27:40) Our Analysis | (29:13) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.

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