WaltDisney
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In the realm of entertainment, Walt Disney Co (NYSE:DIS) stands out among the unrivaled pioneers boasting popular brands that have helped it record exponential growth in recent years. Behind the company’s growth is its advertising prowess which has consistently been allocated a significant budget. In 2021, the budget stood at $5.5 billion, and in 2020, the figure was $4.7 billion. Notably, the highest yearly growth rates occurred between 2018 and 2019, with a substantial increase of 53%. Interestingly, this upward trend in advertising expenses aligns with Walt Disney’s revenue growth. As of Q2...
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Trian believes that Disney is in crisis, with challenges such as poor corporate governance, poor strategy and operations, and poor capital allocation weighing on investor sentiment. Trian Fund Management, an investment firm whose funds collectively own approximately 9.4 million shares of Walt Disney Co (NYSE:DIS) valued at roughly $900 million, has announced that it will file a preliminary proxy statement with the Securities and Exchange Commission for the election of Nelson Peltz, Trian’s CEO and Founding Partner, to Disney’s Board of Directors at the 2023 Annual Meeting of Shareholders. Q4 2...
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IntroductionPlease accept this special edition offering on Walt Disney Co (NYSE:DIS) as a lesson on overvaluation. Over the many years I have been a value investor, I have learned that even the best companies can become dangerously overvalued by the market. Sometimes they can remain that way for extended periods of time. We have seen this many times in history. The “Nifty Fifty” era, the irrational exuberant era, the tech bubble, etc. All of those periods of time they were classifications of stocks that had tremendous momentum, but they all ended badly in the long run. In the short run sentime...
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Third Point Partners’ Dan Loeb penned a letter to The Walt Disney Company CEO Robert Chapek, urging him to permanently end the company’s $3 billion annual dividend and instead spend it on Disney+.Q3 2020 hedge fund letters, conferences and moreWhile activist investors are not known for demanding companies return less money to shareholders, Loeb believes Disney+ to be at an inflection point. "By reallocating a dividend of a few dollars per share, Disney could more than double its Disney+ original content budget," Loeb wrote in the letter to Chapek, which was obtained by Activist Insight Online....
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