loader from loading.io

22 - How Disney+ improves the quality of Disney's business model

The DIY Investing Podcast

Release Date: 04/14/2019

137 - Expand Your Time Horizon show art 137 - Expand Your Time Horizon

The DIY Investing Podcast

Want Investing Research Directly to your Inbox? Sign-up for my Free Substack: Mental Models discussed in this podcast: Delayed Gratification Time Horizon Personal Responsbility Compounding

info_outline
136 - Selling Stocks for Value Investors (Part 1: Strategy Matters) show art 136 - Selling Stocks for Value Investors (Part 1: Strategy Matters)

The DIY Investing Podcast

Want Investing Research Directly to your Inbox? Sign-up for my Free Substack: Mental Models discussed in this podcast: Second-Order Effects Mean Reversion Factor Investing Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience.  Follow me on Twitter and YouTube Twitter Handle:  YouTube Channel:  Show Outline Selling Series A lot of time is spent on buying stocks. Yet, almost just as important, if not more is knowing when to...

info_outline
135 - Investing in the Face of Uncertainty show art 135 - Investing in the Face of Uncertainty

The DIY Investing Podcast

Want Investing Research Directly to your Inbox? Sign-up for my Free Substack: Mental Models discussed in this podcast: Second-Order Effects Mean Reversion Factor Investing Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience.  Follow me on Twitter and YouTube Twitter Handle:  YouTube Channel:  Show Outline Today’s podcast will focus on a single precept: You can’t predict the future First and Second Order Effects ...

info_outline
134 - Dollar Cost Averaging into Individual Stocks show art 134 - Dollar Cost Averaging into Individual Stocks

The DIY Investing Podcast

Want Investing Research Directly to your Inbox? Sign-up for my Free Substack: Mental Models discussed in this podcast: Look-Through Earnings Dollar Cost Averaging Earnings Yield Opportunity Cost Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience.  Follow me on Twitter and YouTube Twitter Handle:  YouTube Channel: 

info_outline
133 - How to Solve the Dead Money Problem? show art 133 - How to Solve the Dead Money Problem?

The DIY Investing Podcast

Mental Models discussed in this podcast: Dead Money Opportunity Cost Time is Money Intrinsic Value Compounding Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience.  Follow me on Twitter and YouTube Twitter Handle:  YouTube Channel:  Show Outline The Dead Money Problem and Solution “If you remember only one thing today: Time is Money”  What is Dead Money?  Any asset you own that is not growing intrinsic value...

info_outline
132 - Is it better to pay management fees or performance fees? show art 132 - Is it better to pay management fees or performance fees?

The DIY Investing Podcast

Mental Models discussed in this podcast: Incentives Skin-in-the-Game Accredited vs non-Accredited Investors Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience.  Follow me on Twitter and YouTube Twitter Handle:  YouTube Channel:  Show Outline Key Concepts for thinking about compensating a Portfolio Manager Management Fees  Management Fees are priced a percentage of the assets under management.  A 1% management...

info_outline
131 - How to choose an Investment Manager? show art 131 - How to choose an Investment Manager?

The DIY Investing Podcast

Mental Models discussed in this podcast: Opportunity Cost Alpha Superpower of Incentives Competitive Advantages Process vs Results Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience.  Follow me on Twitter and YouTube Twitter Handle:  YouTube Channel:  Show Outline Key Concepts for selecting a Portfolio Manager Choosing an investment manager is a lot like choosing a stock Don’t invest in anything you don’t understand...

info_outline
130 - How to invest during a crisis? show art 130 - How to invest during a crisis?

The DIY Investing Podcast

Mental Models discussed in this podcast: Stress Testing Time Horizon Stoicism Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience.  Follow me on Twitter and YouTube Twitter Handle:  YouTube Channel:  Show Outline The full show notes for this episode are available at  Key Concepts for Investing during a Crisis Stress Testing - Bankruptcy Risk? Goal: Survive Stress test businesses not stocks Focus on Fundamentals ...

info_outline
129 - What is the role of a Catalyst in Value Investing? show art 129 - What is the role of a Catalyst in Value Investing?

The DIY Investing Podcast

Mental Models discussed in this podcast: Catalyst Activation Energy Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience.  Follow me on Twitter and YouTube Twitter Handle:  YouTube Channel:  Support the Podcast on Patreon This is a podcast supported by listeners like you. If you’d like to support this podcast and help me to continue creating great investing content, please consider becoming a Patron at . Show Outline...

info_outline
128 - Key Investing Ratios: P/E, P/S, ROA, ROE, Gross Margin show art 128 - Key Investing Ratios: P/E, P/S, ROA, ROE, Gross Margin

The DIY Investing Podcast

Mental Models discussed in this podcast: Investing Ratios Break Points Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your feedback helps me to improve the podcast and grow the show's audience.  Follow me on Twitter and YouTube Twitter Handle:  YouTube Channel:  Support the Podcast on Patreon This is a podcast supported by listeners like you. If you’d like to support this podcast and help me to continue creating great investing content, please consider becoming a Patron at . Show...

info_outline
 
More Episodes

Thank you for your support!

In this podcast episode, I mentioned one of the exclusive member benefits for those who choose to financially support this podcast as a Patron.

Patron's of The DIY Investing Podcast, receive exclusive access to my business quality reports.

Check out the Business Quality Report on Disney. (Exclusive to Patrons of the Show)

Show Outline

The full show notes for this episode are available at https://www.diyinvesting.org/Episode22

Disney+

  • $6.99 per month or $69.99 per year ($5.83 per month if paid in advance - basically 2 months free)
  • Launch Date: November 12th, 2019
  • Access to Disney's incredible library of old TV shows and movies, including:
    • The entire Pixar lineup of movies by the end of the first year
    • All of the Marvel Cinematic Universe (eventually), but Captain Marvel will be available on Day 1
    • National Geographic
    • All 9 main Star Wars movies, with Rogue One and Solo on top of that
    • Historic Disney Channel movies and TV Shows
    • The Signature collection of Disney classics including Cinderella and Lion King

Disney's Business Model

  • “Content is King”
  • Well Disney is the “King of Content”
  • Entertainment giant that has a flywheel effect allowing shareholders to profit off of branded content in numerous ways
    • Disney+ combines the best parts of the TV Channels, Movie Rentals, and Theatre Releases
    • Creates lasting fans
    • Movie Releases in Theatres
    • DVD and Movie Rentals and Purchases
    • Theme Parks (Disney World and Disney Land)
    • TV Channels like Disney Channel
    • Cruise Lines
    • Toy Sales and Licensing
    • New Addition: Direct to Consumer Streaming Service (Disney+)

Streaming is Sticky

  • Disney + is going to be a Brand Ambassador for Disney.
  • They will “lock-in” families when they have young children, building life long fans.

Support the Podcast on Patreon

This is a podcast supported by listeners like you. If you’d like to support this podcast and help me to continue creating great investing content, please consider becoming a Patron at DIYInvesting.org/Patron.

You can find out more information by listening to episode 11 of this podcast.

Please review and rate the podcast

If you enjoyed this podcast and found it helpful, please consider leaving me a review. Your feedback helps me to improve the podcast and grow the show's audience.