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Tag: disney

Learning on 24 May 2018

On Risk Management  “My investment process usually starts and stops with 2 questions. What is my probability of being right? What is the consequence of being wrong?”

Transition Phase of Walt Disney Company (NYSE:DIS)

Walt Disney is no stranger to us. Their business units are cable (ESPN), Broadcasting (ABC TV network, TV stations), Parks and Resorts (international and local), Studio Entertainment plus Consumer Interactive Media Segment. How do they synergise together? In the words of Chief Financial Officer, Jay Rasulo: “… unlike other media companies, we really do have…
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