Calls
1
u/jetopia
Reddit r/ValueInvesting
Win Rate
0.0%
return
-6.8%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 21
$113.19
-6.8%
The author argues Disney is mispriced versus Netflix, noting Disney trades around 17x earnings at a ~$200B market cap while Netflix trades at 35x+ at ~$400B. Assigning Disney's streaming division a conservative $50B market cap leaves an implied $150B for parks, cruises, studios, IP licensing and ESPN, which the author views as severely discounted. Catalysts cited include the post-Iger era, international park expansions, new cruise ship revenue, or an ESPN spin-off. The author acknowledges the stock has been dead money for a decade and has weighed on their portfolio.
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u/jetopia has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: DIS.
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