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r/valueinvestingr/valueinvesting· u/rokgregoric· 6d agoDiscussion 0

Disney’s moat: IP, parks, animation, and capital allocation in one Acquired deep dive

Investor summaryBullish

Value investors discuss Disney's strong moat via IP, parks, animation, and capital allocation based on an Acquired deep dive.

Bull points
  • Strong competitive moat driven by unparalleled IP, theme parks, and animation studios.
  • Effective capital allocation strategies highlighted in the Acquired deep dive.
DIS价值 / 回购
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