Disney stock is at a 10x PE low, has iconic inimitable assets, and a park business generating $10 billion in EBITDA annually; the park moat is singular because the IP leverage through rides combined with the barrier of building multi-hundred-acre parks over decades creates competitive separation Netflix and other streamers cannot match within 10-20 years.

factualpending

Speaker

Scott Galloway

Evidence Quote

I think Disney's going to get put in play if it doesn't it stocks at a 10e low it's got iconic you know inimitable assets and it has a park business that's doing 10 billion in EA

Source

Breaking Down 2024 Predictions + Audience Comments and Pushback | Prof G MarketsProf G Markets
Created: 8/12/2026, 6:02:34 PM

My Notes

Loading notes...