What podcasts say about Disney
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Disney
16 statements · 13 positive · 2 negative · 1 mixed
Disney has attractive valuation, products, management, and an improved balance sheet.
“Disney is trading at 12 times earnings. It's got great products, new management. Balance sheet's much better.”
Open the episode · Halftime Report Celebrates 15 Years 10/7/26Listen at 38:54
Disney earnings should grow approximately 17%–18%.
“those earnings should grow 17 to 18 percent.”
Open the episode · Stocks Hit Record Highs: Your Next Move 10/6/26Listen at 38:02
Disney’s depressed share price will eventually recover.
“Great business, great powers, but share price shocking, market hates it. Like you think that will eventually in time bounce back.”
Open the episode · Retail Deep Dive: Kogan shows the money and Cettire close to the edgeListen at 33:55
Disney’s brand provides pricing power and lowers customer acquisition costs.
“Yeah, they have pricing power, and they have lower cap because when they put out a movie, movies have a lot, and it's by Disney, people are going to be prepared to go and see it on that basis, right? They trust it.”
Open the episode · Canva’s Investor Dumpster Fire, Xero’s Shareholder Smackdown, CTM’s Lifesasver Deal and GTA's $3.5bn BetListen at 29:03
Disney possesses roughly five or six of Hamilton Helmer’s strategic powers.
“This is probably a business with 6 of the 7 powers, or 5 of the 6 powers if you're gonna say.”
Open the episode · Canva’s Investor Dumpster Fire, Xero’s Shareholder Smackdown, CTM’s Lifesasver Deal and GTA's $3.5bn BetListen at 34:27
Disney’s current collection of businesses does not work effectively.
“I don't think this business works.”
Open the episode · Cancer Vaccines & Data Center DramaListen at 28:42
Disney’s buybacks may not be occurring at an attractive valuation.
“I'm not sure Disney's there.”
Open the episode · Cancer Vaccines & Data Center DramaListen at 31:05
Disney’s brands remain strong, but the investment has performed poorly for years.
“The brands are great and it's just, it hasn't worked for a long time.”
Open the episode · Cancer Vaccines & Data Center DramaListen at 32:39
Disney should be bought near its apparent double bottom.
“I think you buy the stock. I think you buy the stock.”
Open the episode · Tradeable Lows, Nvidia’s Data Center Finance Deal, Surprise Comebacks for Schwab and ExpediaListen at 12:25
Disney is unlikely to fall back to $80 absent an economic catastrophe.
“I don't think they're going to let this stock get back to $80 unless there's an economic catastrophe.”
Open the episode · Tradeable Lows, Nvidia’s Data Center Finance Deal, Surprise Comebacks for Schwab and ExpediaListen at 12:52
Disney’s market capitalization quadrupled to $200 billion by 2015.
“Disney's market cap is up 4x to $200 billion”
Open the episode · Disney: The Renaissance and the EmpireListen at 2:56:29
Disney is likely to set a record net income in 2026.
“I think in 2026, it's looking like they'll set a brand-new net income record ever based on the way it's trending.”
Open the episode · Disney: The Renaissance and the EmpireListen at 4:14:28
Disney will remain viable and may thrive under careful management.
“Disney's going to be fine, and if managed very carefully thrive.”
Open the episode · Disney: The Renaissance and the EmpireListen at 4:22:45
Disney’s streaming and theme-park strength improved results and lifted its stock.
“A surge in streaming strength in its theme park business helped overall results last quarter and the stock is getting rewarded.”
Open the episode · AMD Lower; Disney Climbs; Shopify SoarsListen at 1:11
Disney’s IP flywheel is its greatest competitive advantage
“Disney's greatest competitive advantage is what I call the IP flywheel”
Open the episode · SpaceX, Uber and the Future of MobilityListen at 34:45
Disney is moving in the right direction
“I do think it's going towards the right direction.”
Open the episode · SpaceX, Uber and the Future of MobilityListen at 37:22
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.