Welcome to Shares Month on The Australian Finance Podcast! This month is all about how to analyse stocks like a Pro investment analyst.
Todayās episode continues the conversation from our 5-part investing checklist (that we introduced you earlier this month), and takes our analysis of The Walt Disney Company (NYSE: DIS) to the next level.
Itās senior analyst Kevin Fungās debut on the show, to chat all things investing with Owen! The duo chat about Disneyās intellectual property and intangible assets, short-term vs. long term incentives, customer acquisition costs, and explore a few different valuation models (including the classic DCF model).
Send your share investing questions to [email protected] with the subject line SHARES MONTH, and weāll include them in our share analyst Q&A episode later this month.
At the time of publishing, Kevin owns shares in DIS, BRK, AAPL, NFLX, XRO & CSU. Owen owns shares in AAPL & XRO. Owen, Kate, Cathryn, Kevin and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc