Disney

Not All Price Drops Are The Same: Important Lessons On Valuation

Lessons on Valuation In this video on lessons on valuation, I am going to cover several stocks that subscribers have requested. However, I will simultaneously provide what I consider to be very important lessons in valuation. Not all price drops are the same. When a stock is dropping from excessive overvaluation it can do so …

Nike (NKE) and Disney (DIS): Great Companies – Risky Stocks

Great Businesses v Risky Stocks I believe that successful long-term investing in stocks implies investing in the greatest businesses as you can identify. However, it is important to recognize that there can be a distinction between a great business versus a risky stock. The differentiator, as always, is valuation. You can overpay for even the …

Walt Disney Company: A Lesson on Overvaluation

Introduction Walt Disney Company Please accept this special edition offering on Walt Disney Company (DIS) as a lesson on valuation.  Over the many years I have been a value investor, I have learned that even the best companies can become dangerously overvalued by the market.  Sometimes they can remain that way for extended periods of …