Disney? Anyone looking at them for a long term investment?

u/Ok-Ideal9009 · Reddit — r/ValueInvesting · March 02, 2026 at 18:10 · ⬆ 21 pts · 💬 63 comments  | View on Reddit ↗
AI Summary

Summary

  • The post author, u/Ok-Ideal9009, is considering a long-term investment in Disney (DIS), citing its depressed stock price over the last five years, a low P/E ratio of 15, and a small dividend.
  • The author's thesis is that Disney appears undervalued based on simple metrics (P/E, dividend, price decline) despite recent political headwinds, suggesting a potential value play.
  • Quality assessment: This is speculation and noise. The author provides only surface-level metrics (P/E, dividend) without any deep analysis of the underlying business segments, competitive landscape, or future growth drivers.
Score 21
Comments 63
Upvote % 82%
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