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Posted by
Two Blokes Jun 30 -
Filed in
Stock
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7 views
Disney's DTC segment is gaining traction, with growing subscribers and improving margins that could justify a $200B valuation by 2030. The rest of Disney's business, including parks and ESPN, remains profitable and holds value despite some slower growth. Conservative assumptions still show a 49% upside over five years, driven by earnings growth and potential multiple expansion.
