Disney: Bob Iger Is Executing And I Am Adding

HAYKIRDI Disney Plus is turning a profit   DisneyQ3 2024 Presentation Having covered Disney (NYSE:DIS) a few times now: This round trip back to deep-value territory has me adding again. The thesis was built around a modified Graham Number, substituting EBITDA per share for earnings per share while utilizing a Graham Number model to come up with a price target. This model is really only useful when an asset-heavy company is getting such low returns on assets that the market values their company at around ...