The Walt Disney Company

DCAing, disney is at a good value right now

Things I’m watching with Disney:

- Getting back to the table with the Writers Guild of America talks (maybe in the fall?) regarding the Writer’s strike.
* How they respond to recent big budget flops at the box office (Ant Man, Indiana Jone’s, The Little Mermaid, Elemental)
* “Less than capacity” summer at Disney parks
* A Hulu deal
* Potentially selling Hotstar India

@mord_fustang how are you measuring value at the moment?

Nathan Worden

Great points— sounds like a lot of these issues are normal competitive and macro pressures and the company has to roll with the punches. Thanks for your response!