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
42 statements · 31 positive · 8 negative · 3 mixed
Disney has recently experienced weak stock performance and box-office receipts.
“their stock price has had a lot of trouble in the past year or two. And the receipts at the box office have not been good.”
Open the episode · A Second Look: Megyn's 2023 Sitdown with Gov. Ron DeSantisListen at 47:09
Fan-created derivative content is not wholly negative for Disney’s core IP.
“I don't see it as a complete negative for the core IP when there's people trying to build things off of it.”
Open the episode · The Best Business You've Never Heard Of | Todd WenningListen at 57:32
Disney stock is attractive at its current level.
“I like the stock here.”
Open the episode · Cracks In The AI Trade… And AMD Reports Results 11/3/26Listen at 23:18
Disney needs further improvement but may continue recovering.
“It needs to show a lot more signs of life. Let's see if it can follow through on the next earnings report. I'm in it.”
Open the episode · Amazon in Focus as the Nasdaq Slides 10/3026Listen at 34:34
Disney content is designed to implant lasting magical associations subconsciously.
“everything about it is designed. to get into the subconscious and get that sense of magic that like forever”
Open the episode · #2570 - Mystery BoysListen at 27:30
Disney is breaking out above its base.
“It is. Breaking out today.”
Open the episode · Stocks Rebound As Yields Dive; Disney, Urban Outfitters, Paycom In FocusListen at 14:32
Disney is a turnaround stock with improving fundamentals.
“this is a turnaround stock”
Open the episode · Stocks Rebound As Yields Dive; Disney, Urban Outfitters, Paycom In FocusListen at 14:47
Disney remains a buy at its current price.
“I still think it's a buy here.”
Open the episode · Drama in DRAM Memory ETF… And Trading Apple & Others At Record Highs… 10/13/26Listen at 29:47
Disney stock produced essentially no return over the last decade.
“Disney's stock been doing for the last decade? Absolutely nothing.”
Open the episode · Finding Rule Breakers, IRL Investing, and Making MistakesListen at 18:30
Restructuring Disney around parks while retaining IP could revive its stock.
“I think that is the plot twist that gets the stock pack, but it's hard.”
Open the episode · Finding Rule Breakers, IRL Investing, and Making MistakesListen at 19:49
Disney’s overall business model works despite weak investor returns.
“the business itself does work that way”
Open the episode · Finding Rule Breakers, IRL Investing, and Making MistakesListen at 20:31
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 has pursued unusually aggressive streaming price increases.
“Disney, in fact, has been one of the most aggressive. in terms of pricing increases.”
Open the episode · Disney+ Price to Jump 13% to $21.49 Per MonthListen at 3:34
Disney stock needs a major catalyst to move higher.
“we really need some kind of catalyst, Paul, some kind of really big catalyst that can move this name.”
Open the episode · Disney+ Price to Jump 13% to $21.49 Per MonthListen at 8:21
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 cap is up 4x to $200 billion, up from the $50 billion when Bob took over.”
Open the episode · Disney: The Renaissance and the EmpireListen at 2:56:29
“Disney's market cap is up 4x to $200 billion”
Open the episode · Disney: The Renaissance and the EmpireListen at 2:56:29
Disney’s core flywheel and ESPN affiliate-fee model may be permanently impaired.
“The core of the Disney flywheel and the ESPN beautiful affiliate fee business model are both compromised and perhaps permanently impaired.”
Open the episode · Disney: The Renaissance and the EmpireListen at 4:10:10
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 remains the best home for major character and story franchises.
“I think Disney still is, just like it was when Bob took over, I think it's still the very best home for the best characters and stories and IP franchises in the world when they need a home.”
Open the episode · Disney: The Renaissance and the EmpireListen at 4:15:47
Disney will remain viable and may thrive with 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
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.