Disney Q1 FY9/24 Earnings Review

An initial breakout of our ‘Accumulate’ price zone.

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16.9x TTM Unlevered Pretax Free Cashflow

by Alex King

Personally I always like to identify and keep in mind a couple of touchstones as to why I own a particular stock or ETF at any particular moment. There is too much going on most days to think deeply about a lot of names all at the same time, so I like to boil down my logic to a couple of mental bullet points for each name I own.

For Disney, I have three reasons to own at the moment.