2024-07-26 11:59:58 ET
Summary
- The Walt Disney Company is a solid company, but its long held moat no longer exists.
- It needs a refreshed outlook by the market at a more realistic price range closer to some peers.
- Holders who expect a return to prior highs may be disappointed.
Above: The “magic” is global and should be able to show its stuff as a separate company trading on its valuation as a sector leader.
Premise : Below are some gaga raves over time which have accompanied the general thrust of the majority reviews of The Walt Disney Company (DIS) shares over time. So, loyal holders have to ask themselves this question: Is it still true? Or has DIS fallen back to just another entry in the chaotic media/entertainment sector, which is no longer protected by its moat? And by extension, the stock no longer deserves the premium price its shares enjoy relative to peers?...
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For further details see:
Disney: The Moat Has Long Dried Up In The New World Of Media Free For All