I added to my Disney position, viewing it as a quiet value play in a noisy media landscape. While streaming still bleeds, analysts see upside in Disney’s bundling strategy and renewed focus on profitability. With ESPN, theme parks, and Marvel in its pocket, the company offers diversified revenue and cash flow stability. Trading at a forward P/E of ~15, it’s notably cheaper than Netflix. Wall Street’s “Strong Buy” and a $134 target suggest ~10% upside—steady, not splashy, but grounded in resilience and long-term rerating potential.
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