Billionaire Mason Morfit’s 10 Stock Picks with Highest Upside Potential

4. The Walt Disney Company (NYSE:DIS)

Potential Upside: 21.35%

Number of Hedge Fund Holders: 108

The Walt Disney Company (NYSE:DIS) is an entertainment giant that owns flagship platforms like Disney+, Hulu, ESPN, Marvel, and Pixar. The company operates across multiple sectors, including entertainment, sports, and experiences. It also runs theme parks, produces movies, and licenses its characters for toys and other merchandise globally.

The company’s financials appear strong with a 7% year-over-year increase in revenue to $23.6 billion in Q2 2025. This was largely driven by the strong performance of its Entertainment and Experiences segments. Furthermore, its income before taxes shot up by $2.4 billion to reach $3.1 billion. The Walt Disney Company (NYSE:DIS) picked up 2.5 million new subscribers across Disney+ and Hulu, while its US theme parks saw profits rise by 13%.

A turning point for the Walt Disney Company (NYSE:DIS) was the news of its new venture in Abu Dhabi. Disney is teaming up with Miral to build a massive theme park and resort, which is expected to attract visitors from around the world. Looking ahead, it expects its adjusted earnings per share to rise 16% for the rest of fiscal 2025. The company predicts double-digit growth in Entertainment, 18% in Sports, and 6-8% in Experiences.

Between the Abu Dhabi resort and expanding its streaming platforms, the Walt Disney Company (NYSE:DIS) is all set for the future. Its diverse revenue sources and global reach keep it at the top of the entertainment world. Mason Morfit has taken note of this—Disney now makes up about 16.7% of his stock portfolio, with stakes valued at $731.1 million, reflecting strong investor confidence in the company.