MI372: Can Disney Bring The Magic Back? Valuing Disney w/ Shawn O'Malley
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 7 October 2024
⏱️ 55 minutes
🧾️ Download transcript
Summary
Transcript
Click on a timestamp to play from that location
| 0:00.0 | You're listening to TIP. |
| 0:02.9 | On today's episode, as I have done in the last two episodes on S&P Global and Alibaba, |
| 0:09.2 | I'll be going over the business model and valuation for another well-known company. |
| 0:13.3 | I'll be diving into the fascinating story of Disney, a company that has shaped American culture |
| 0:17.8 | like few others and captivated audiences across the globe for over a century. |
| 0:22.9 | Despite its famous and very well-known brand, there is a common misconception about how Disney |
| 0:28.3 | actually makes money. The movies you and I watch in theaters have unintuitively very little |
| 0:32.9 | direct impact on Disney's financial success. Today I'll discuss how Disney actually makes money and |
| 0:39.1 | the 70-year-old blueprint they used to do so. I'll also discuss Disney's history, including |
| 0:43.9 | how it rose to the pinnacle of the entertainment industry and what creative worlds and businesses |
| 0:48.6 | had built on that path. We'll go over the modern challenges Disney faces from a rapidly evolving |
| 0:53.8 | media landscape that |
| 0:54.8 | is testing its strong brand and iconic franchises in ways that it hasn't been for decades. |
| 1:00.4 | Those challenges have left investors questioning whether its successes on and off the |
| 1:04.2 | movie screen can continue. |
| 1:06.0 | It's not every day that we can study a company as unique as Disney, and the stock's |
| 1:10.4 | depressed price in recent |
| 1:11.7 | years makes it all the more interesting. With all that said, let's get straight into it. |
| 1:20.0 | Celebrating 10 years, you are listening to Millennial Investing by the Investors Podcast Network. |
| 1:26.0 | Since 2014, we have been value investors' go-to source for studying legendary investors, |
| 1:31.8 | understanding timeless books, and breaking down great businesses. |
| 1:35.9 | Now, for your host, Sean O'Malley. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from The Investor's Podcast Network, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of The Investor's Podcast Network and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.