Subject: Disney
Disney has good value at $100/share IMO. Are there problems in the business - of course, is the CEO switch a risk, yes. But they should be able to execute this year and post solid numbers and at 17x TTM and 15x forecasted EPS the downside seems limited.


     2025       2026
Q1 : $1.45      $1.50*
Q2 : $1.61      $1.88*
Q3 : $1.11
Q4 : $1.63

     $5.80      $6.65*

*forecast

tecmo
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