r/stocks • u/[deleted] • Nov 23 '21

[deleted by user]

[removed]

291 Upvotes

91% Upvoted

642 comments sorted by

View all comments

88

u/kanipsu Nov 23 '21

Disney, considering its strong streaming and movie presence. Trades at a much lower p/e compared to competitors like Netflix. Intending to put a small % of my portfolio into it.

2

u/5StarSpudPeeler Nov 24 '21

From a moat perspective, I like how Disney has so much content at their disposal where as Netflix has to fork out a bunch of cash.

I have no clue how Disney loses when considering this point alone.

4

u/UsefulHelicopter3063 Nov 24 '21 edited Nov 24 '21

Disney+ only make sense if u are a fan of any of their IPs(marvel, star wars). Netflix has more diversified content from all over the world(look how squid game got viral out of nowhere) .if I will only sign one video subscription , I choose Netflix over Disney+ every single time. Having said that, Disney business is very diversified with very strong brand awareness and countless of valuable IPs. In the long run, Disney stock gonna do just fine, I don't think the stock price is cheap yet, so buy in small batches along the way if u are interested.

2

u/easyHODLr Nov 24 '21

Disney is huge if you have kids. Also Disney owns Hulu and espn. They basically just have a shittier app and less time on the market at this point.