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The Walt Disney Company (DIS): A Bull Case Theory

We came across a bullish thesis on The Walt Disney Company on Disruptive Analytics’ Substack by Magnus Ofstad. In this article, we will summarize the bull’s thesis on DIS. The Walt Disney Company's share was trading at $117.75 as of June 23rd. DIS’s trailing and forward P/E were 24.03 and 18.66 respectively according to Yahoo Finance.

[caption id="attachment_521171" align="aligncenter" width="750"] Copyright: blanscape / 123RF Stock Photo[/caption]

After years of disappointing earnings, a dividend suspension, and a 43% drop from its 2021 highs, Disney brought back Bob Iger to...