Breakdown: Walt $DIS Company. +$150 EOY target based! $DIS

2019年5月18日

One of the best holdings for 2019: Walt Disney Company

Disney this year:

- Disney+ announcement, which caused an 33% gain on the stock.
- Avengers Endgame who broke the box-office record, most $ gained from 1 movie all-time. Most $ in 2 weeks also. 2billion in 2weeks.
- Aladin movie coming out.
- Disney+ launch is set to Novembre, so Netflix is not going to have Disney/Marvel movies from then. Disney+ will get a 7/month for unlimited Disney movies and series. Also it will launch every year new movies and series from then on.
- Another Starwars-movie is ready to go on screen in Decembre. Also a big box-office gainer and merchandise $ gainer.
- Disney also stacked up their Hulu-stocks. Owns Hulu now fully 100%. Netflix competitor for the non-Disney movies.
- More news.

I think Q2 earnings will give a big boost to the stock, because of the movies who are pushing a lot of money in Disney. Avengers only 2billion box office, Aladin also set to be a big gainer. \u2028


Fundamental target EOY 2019: +150/share.

2019年7月9日

ノート

Endgame: $2.77 billion
Capt Marvel: $1.13 billion
Aladdin: $922 million
Toy Story 4: $650 million
Spider Man: $580 million (sony)
Dumbo: $352 million