It looks like a decent balanced risk/reward at that price but not sure if it's a "falling knife" in the way that we normally talk about things on this board

We all have our favorite boards, this one and Interesting Microcaps are two of mine. I'd love to have a vibrant value investing board, also, but there is a lot more competition for equities and - maybe like antiquing - there are only so many targets for bargain shopping and when there are many participants real values become very difficult to find. Value investing discussion is in a dismal state.

I think DIS and a few others are as close as we can get currently. I think DIS is a case where there is some durable, long term value with a very long tail for those who are patient.

Falling Knives were always a specialized case of value investing to me, a case where a retail investor could be nimble in a way that larger players could not to take advantage of a very short term price dislocation. Being able to hold longer term positions in less trendy companies like Disney that are not receiving as much investing attention are just another edge we have. Or to state it differently, maybe there is more opportunity right now in GARP value than cigar butt.

Also long DIS