Disney: The IP Flywheel Is Working Better Than Ever (NYSE:DIS)
· seekingalpha.com
Disney (DIS) stock buy thesis: IP-driven growth, strong cash flow and AI monetization upside at 14x forward P/E.
My last article on Disney ( DIS ) was titled “2026 Could Be The Year The Story Finally Turns” - you can check more here . My thesis was that the “turnarou...