Most Hated Stocks of 2023 Part 2 (Disney). Die or Thrive?

[@TheTop3percentMindset]

as always, you are among the best fundamental analysis in the world. Thank you for always sharing your expertise, it helps us to be more confident on our investment decision based on your fundamental and techincal analysis and proper allocation. Thank you

[@chirocafe]

thank you Adam on Disney. Hope next one is PYPL.

[@fraj.gharib]

World-class content, as always! In terms of fundamental analysis, your content is too good to be missed

[@JackF0372]

Thank you Adam for this insightful video! Would you please do a video on PYPL, please?

[@munyk76]

Thank you so much for sharing with us these useful video. Appreciate can share on Estée Lauder 😊

[@gT-gi5nr]

$EL next please

[@shinsource]

The issue with Disney is a lot of their new writers are "woke" and writing material and making dubious casting decisions which upsets the older fan base on many of their franchises.

[@jk35260]

Watching Marvel and Star Wars movies are no longer fun.

[@raymond613]

Not just their writers but majority of their employees from the casting team to directors, everyone that does not conform to their wokeness get ostracised

[@joshmorrow9872]

Propaganda being pushed by woke culture like it's the popular opinion.... In reality it's a small fraction that are represented by the woke... Example.... Bud light go woke go broke

[@lilbroomstick7914]

So basically, there is a problem with the business, the stock is at a discount, and the stock could fix its problem relatively at a click of some buttons. Not too bad of a deal tbh

[@sergeyk736]

yep, get woke go broke.

[@eduar232002]

Thank you. PYPL please

[@josephmd1974]

EL next!

[@mosquitonba7126]

Thanks for the sharing, very insightful. Can share about FTNT ?

[@ahmedbeder6646]

EL PLEASE NEXT VIDEO

[@GeneRag-d8w]

Adam, A great video as always and very objective analysis. Thank you! I agree that DIS got couple of key pillars like Moat, Valuation, etc to be positive about, but what about the management? The fundamentals to a good extent are driven by solid management strategy and execution. DIS has a CEO that hasn't delivered shareholder value for 15 years that he served in his 1st term.. An investment in the stock 10 yrs ago has yielded almost flat returns. I'd love your take on Estee Lauder as well.

[@cashew6151]

Imo after end game, the subsequent marvel movies had gone downhill. Overproduction, poor scripts and endless reshoots eating into the profits. The good old stories of how the underdog that becomes an avenger through endless hardwork and training no longer exist. The new movies, the main lead usually need some prep-talk and WILL themselves into becoming powerful at the end. Same for most of the new star wars movies.

[@miguellima2883]

Another masterclass! Can someone show this to Disney CEO?

[@therangemen8627]

Best series yet!, love the analysis but Disney's "Wokeness" concerns me greatly, despite the fact that's where society is heading... However how many customers will stand for this Wokeness? I wouldn't want to be caught dead, with any affiliation with there products. In God we trust...

[@warrenz597]

God doesn't exist lol

[@v3nmsnake]

@@warrenz597 You're blind, may god guide you

[@lesterlim7693]

Superb series! Please do $SE

[@mizninvictor2189]

Adam Sifu.......PLEASE do EL.

[@thyrathlach634]

Very helpful. If you don’t mind, could analysis PYPL please? Thank you very much.

[@bobathedog]

We need to hear about PayPal Adam!! Thank you❤

[@Funktastico]

Part 6

[@eugenegee2148]

I have watched other KZbin videos from other analyst on whether now was a good time to invest in Disney stock. Their answer was no even though Disney stock is at a 9 year low. I found this chart comparing Disney finances from 9 years ago to today. It is eye opening financial comparison. Fiscal Year 2014 Last 12 months Revenues 48.8 billion 87.8 billion Growth Profit Margin 45.8% 32.7% Free Cash Flow 6.4 billion 2.84 billion Free Cash Flow per share $3.79 $1.55 Net Income 7.5 billion 2.2 billion Return on Equity 16.6% 2.72% Total Debt 14.7 billion 47.18 billion Based on the above chart, I would say that Disney's stock price is currently overvalued. One of these analyst estimated the current fair value of Disney stock to be $66.49. Iger is responsible for introducing many of the changes that have ruined much of Disney's image and their businesses and franchises. Their park revenue increases were mostly due to the reopening of the Disney parks in Shanghai and Hong Kong which had been closed due to China's Zero Covid policy. Don't expect that to get better as China's economy is going into freefall.

[@philnparkes]

Thx Adam, I'm a big fan of your channel and optimistic philosophy in life

[@gbz-ninjaz9354]

Let it burn.... puts all day.

[@MrSifaperdire]

thanks adam, what do you think about nasdaq company (NDAQ)?

[@andytsoi9676]

Great stuff, thanks Adam. how about EL? Did u exit your position?

[@ruswadikartolo3751]

hi Adam, how about EL

[@certifiedfinest5065]

Who can’t miss an Adam Khoo upload!

[@markthien]

you

[@valterseabra]

Estee Lauder please next video 🙏

[@johnwate4080]

Thank you Adam. Great insights. Could you analyze Veeva systems too?

[@mbronti]

Estee lauder please....I know you have/had shares in this company

[@investafter40]

Thanks. One question would be why invest in a company that might not capture its glory over investing more money into other better and solid businesses (such as MSFT, GOOGL, etc)?

[@markthien]

PLTR and TSLA too

[@youmuq]

Thanks Adam, this great analysis is like a textbook!

[@TomSampson-t3l]

Would really like a deep dive on EL(Estee Lauder) Thank you:)

[@dogegamer3288]

I won't touch any woke company. Target, Disney etc have been Budlit! This isn't a passing fad either. This a permanent issue. When you mess with people's children with messed up philosophies it's not easily forgotten (ever).

[@anup2923]

Sir , which better- Zacks or Motley Fool to subscribe as a positional, short term as well as long term traders?

[@Yuensuian]

Super content and analysis! Great work Adam. Thank you very much. I will add abit of DIS from this due to the margin of safety. Can you compare DIS vs Nintendo?

[@oklaasingapore5798]

Thanks, Adam. Please share more similar type of analysis videos. Thank you

[@curiousarchitect]

el next please

[@frf3ed439]

Hi Adam can you a video on Reits and hotel stocks, gambling sectors in the USA

[@jamesmoran2326]

Thanks for taking the time to dive in on Disney’s fundamentals Adam. I’ve been building a position lately and have about 400 shares with a cost basis of $84. I will continue to add and hoping to go big on leaps if it flushes down to that $79 target

[@markthien]

all in when below $80

[@ics001017]

Estee lauder please

[@tpb1006]

EL PLEASE

[@leokimleo8171]

Thank you Adam for your insights of DIS.

[@dummule_]

Only a matter of time before the parks business gets hit too

[@Atemi1990]

EL please

[@seriousyrius7334]

Disney park tokyo is not owned by DIS, but The Oriental Land Company. It is a licensing of IP.

[@dietmarschuller1669]

Great! What about Ester Lauder?

[@pamchuang6939]

Next hated stock feature - SE pls!!

[@C.u.d.s]

Put options until hits a nice spot?

[@cristianosilva7071]

Excellent video… EL please??

[@samuelzev4076]

I think disney’s streaming division is going to perform really poorly for years to come especially from the actors and writers strike exposing them of unlawfully exploiting writers of their money. PS i watch most of their shows through pirates bay😅 they are losing money for sure.

[@chenyitaotao2489]

How about SUNTEC reits? Now the price is back to the lowest at the same level during COVID.

[@Tradernoof]

Can you please cover $ENPH and $FTNT thank you for your great work

[@Tomawkh]

+1

[@mbronti]

Excellent..validates my view on Disney investment. Cheers adam

[@derickcool20s]

Adam it is good to invest in vietnam index that will replace china slowly. Tech companies are moving to vietnam.

[@SoltariTrooper]

Disney is losing market shares to Netflix. On top of that, their avengers franchise and star wars franchise has not being doing well lately.

[@essaal-rabadi7180]

Thank you very much for your high quality videos and efforts

[@googlytrader]

They need to improve their media content. That’s the key factor. Otherwise just strengthen their parks business.

[@alialansari8869]

thats clips for comapnies a really amazing

[@guilbas1]

Such a good analysis as always Adam! Thank you so much for this! I can feel PYPL will be the next one :)

[@xavierwehi]

I got 10k in pypl i dont think he’ll support though because of how the company is performing fundamentally atm

[@paulmcmillan]

Would love to see you do the same analysis on Estee Lauder. Seems very cheap on a 18 month to 3 year horizon.

[@ZioBertooo]

Thanks 🙏 next EL please

[@khoopeng3196]

World class. Salute. Great content !!

[@snowseagull175]

Please review isrg. Thank you!

[@baarbacoa]

Whatever the root causes of the problems are, I'm betting they can be corrected. So I bought in sometime in the last month. I'm down a little, but patient at this point.

[@yungerbrandt3706]

Such a great analysis. Such good content.

[@pratz17]

Plz do SEA ltd

[@vegetakakashi9592]

Please please please do SE next sir!

[@Hghjjg808]

He did SE on prohina profits channel a few days ago

[@vegetakakashi9592]

@@Hghjjg808 Do you have the link please?

[@magoborneo9540]

thank you so much for Mickey Mouse analisys Adam! :-)

[@sweetsassy99]

Thank you so much for the info, Adam. 👍

[@richardlee-shanok5578]

Great video! Could you please do PayPal next? Really curious what you will say about them!

[@Brayness]

Disney's total revenue is 101.2% of revenue

[@KhyatiPuria]

Amazing Analysis! Insightful as always. Could we pls have a look at Pfizer?

[@theblinddragon8306]

Thanks Adam. can you do CROX next?

[@shanthanalur4714]

well explained, thank you

[@user-wn4zl8be4bpedrochavez]

Tranquilo usted es un genio y va ser loque usted siempre ase cosa muy buenas

[@fawazfalah4344]

Great analysis. How about Honeywell?

[@kennethwright870]

Isn’t the current debt quite high and the Hulu put coming next year from Comcast (exceeding $9B)?

[@stan8850]

Thank you, Adam!

[@quangyung6751]

I sold Disney and got PayPal. Disney is too woke and quality has dropped.

[@fast4oward922]

Woke is their main problem. They need to work on their business and stop medling in politics

[@edtix]

PYPL, ZM, SQ please :)

[@deanfernandez657]

Thank you!

[@MsadehYES]

Thank you for your help

[@sonalverma2765]

please can you make video on NVEI, AIR CANADA, SHOP

[@TheMightyMedia]

EL pls Adam

[@davidpatterson4024]

Please do Charles Schwab!!

[@Crom21]

thanks Adam.

[@kohkaimeng4138]

Great content and very informative

[@Mind-Development-AB]

Thanks Adam

[@tonymai6253]

Thank you

[@JCoyk]

Disney's business model is Mickey Mouse...

[@tamages]

Thank you🙏🏻

[@waiphyo5533]

EL for next pls sifu

[@ildefonsovilar]

QCOM Next pls

[@qiqi2124]

Disney needs to colab with netflix

[@wangfred]

Nike is okay to invest. Disney is not, because it lost its most valuable asset - brand. The brand is badly demaged.

[@Franco-oj6bb]

My kids only watch youtube. 😅

[@theinvestmentabc6245]

Buy when the consumer can’t pay for the overpriced parks anymore

[@lorenzovanmatterhorn]

@Adam Khoo, someone once said you should put your investments in your mouth once in a while. Try watching at least one Disney movie from the last 2yrs and you'll see why they are struggling

[@Ostap1974]

I think key question for DIS is how well it is able to utilize its huge IP. It has not gone overly well lately.

[@derMcSven]

Disney is too Woke and it destroys the new content

[@Margaritowins]

$EL pls pls you are the best