Disney: The Magic Isn’t Gone But Patience Is Needed


  • Disney stock has struggled after its post-earnings selloff, even as the S&P 500 took out new all-time highs.
  • Disney’s Linear TV business worries investors, given its secular decline.
  • Disney anticipates streaming to reach profitability by FQ4, mitigating these concerns.
  • The Experiences segment faces a post-COVID normalization, raising Disney’s execution risks as it navigates its streaming transition.
  • I argue why the selloff in DIS has likely leveled off, presenting an opportunity to buy and wait patiently for the Disney magic to return. Read on.

sunset of shanghai disney


The Disney Magic Evaporated

The Walt Disney Company (NYSE:DIS) investors got a rude awakening as DIS stock reached its recent top in March 2024. Accordingly, DIS nearly fell into a bear market from its March 2024 highs, but has yet

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