Disney
- 10 P/E. Transitioning to e-commerce which is improving their margins. Currently going through some tough times but customer base seems to prefer buying from them than from Amazon. Will it keep being like that? If they manage to keep growing, even at a small rate, the stock is a but. I'm not from the land of liberty so I don't know much about them. da and every customer talks wonders about the company.
- They're investing a ton of money in building new parks and improving the existing ones, which is a good decision considering it's their main source of money.
- They're now transitioning from linear to DTC entertainment, which is costing them greatly short-term, but long-term the margins are going to be so much better. Disney+ has 146 million users, compared to Netflix's 238 million. Hulu and ESPN+ keep growing. If they manage to improve their margins, the upside could be massive. Their plan is to get Disney+ to be profitable by 2024.
- Disney is building 3 new cruises that will start functioning in the next 2 years. They're going to double their passenger capacity. Considering the cruise industry is still recovering from COVID, they'll make much more money in the coming years from this segment.
- Bob Iger has said that he plans to cut 5.5b in expenses, which would multiply their margins by 3.
- Disney's P/B ratio is half of Netflix's even without taking into account Goodwill. Just an example of how cheap the company looks right now.
Chewy
- Disney's P/B ratio is half of Netflix's even without considering Goodwill—just an example of how cheap the company looks right now.CF is 16, which is very good for a high-growth company. They have currently 2 automated plans working at full capacity, next year they'll have 4, and in 2025 they'll have 5. They've barely expanded in Canada and every customer talks positively about the company.
Crocs
- 7.74 P/E is quite low for a company that has been growing so much while improving margins. They're expanding in Asia and with Hey Dude they've diversified their portfolio, making the company way more safe. The brand has become very popular among very young individuals and Asians seem to love it. Even if they keep single-digit growth for the next years the stock could double.
Williams-Sonoma
- 10 P/E. Transitioning to e-commerce which is improving their margins. Currently going through some tough times but the customer base seems to prefer buying from them than from Amazon. Will it keep being like that? If they manage to keep growing, even at a small rate, the stock is a but. I'm not from the land of liberty so I don't know much about them.
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