Disney: Valuation Pressure Easing — A Controlled Long for the Next 180 Trading Days
Disney just reported a clean Q3 with 7% revenue growth and a significant boost to profitability. With management pushing a $9 billion buyback, free cash flow of roughly $8.3 billion, and forward earnings that analysts peg in the low-teens multiple, the risk/reward supports a measured long into the next content and parks cycle. This idea lays out en…