DIS - Disney And The Swift-Effect
2024-05-06 10:25:50 ET
Summary
- This article is not a specific pre-/post-earnings discussion, but rather examines Disney from a strategic long-term perspective (based on information available prior to Q2/24 Earnings).
- I aim to do this by using the very current example of the Disney - Taylor Swift symbiosis.
- Disney's 75 million USD expenditure for the Eras Tour streaming rights might have been a bargain considering its ripple effects.
- I argue that this deal represents a perfect match and will pay off for Disney.
- DIS is a significant anchor investment in my portfolio.
Thesis And Plea To The Readers
"They cry a lot, but we are so productive — it's an art," adapted from Taylor Swift. This provocative sentence could describe Disney's (DIS) and Swift's successes, regardless of their public criticisms. At the same time, I sincerely ask each and every reader not to fall into a culture war or engage in mutual insults over taste and entertainment, which are always highly subjective. This is not a hymn of praise for Taylor Swift or Disney. It merely highlights their undeniable successes and potential synergies. I ask that you take this into account without judgment....
Disney And The Swift-Effect