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A long-term investor who merges narratives and conventional analysis to find outperforming investments where ever they might be found.

https://www.linkedin.com/in/andrew-legget-885488368/
DIS logo
Walt Disney

The happiest company on Earth, also perennially misunderstood.

When I first purchased shares in Disney, back in 2016, the narrative was all focused-on cord-cutting at ESPN. Since that time, it has shifted frequently.Read more

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US$134.63
26.3% undervalued intrinsic discount
Fair Value
Revenue
6.5% p.a.
Profit Margin
13%
Future PE
20x
Price in 2031
US$207.14