Walt Disney Is Worth $157 And Why Nelson Peltz Is Not Necessary


  • The Walt Disney Company is in the middle of a proxy battle with Nelson Peltz from Trian Partners.
  • We don’t anticipate the Walt Disney board to give up any seats willingly, and the demands made by the activist are incompatible with the direction of the company.
  • Growth thesis and earnings momentum remains compelling, giving us optimism on near-term results and long-term growth runway.
  • We value Walt Disney at $157 per share, representing 50%+ upside, and estimate dil. EPS of $5.81 for FY ’24.
  • We recommend Walt Disney stock as a buy, and side with the existing management and board.

Stock Markets Rebound On Day After Major Sell Off

Drew Angerer

We love The Walt Disney Company (NYSE:DIS) and the films the franchise has produced over the course of its entire lifetime, and find ourselves at a difficult crossroads when describing the condition of the company. At present we

Trian Fund Walt-Disney Profitability

Trian Fund Presentation (Trian Fund Presentation)

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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