Disney's Frozen New Reality

3/27/20

By Gabriel Kaplan, SA

Parks closed, theatrical releases pulled, Disney+ launch issues, sports suspended. Disney (DIS) will be stressed to a level not seen before due to COVID-19 and the 2020 recession.

Is it wise to invest in Disney at the current price? If not, what is the fair value price of the business?

Disney's business has always marveled me. It is a creative powerhouse with an enormous global reach. It is also a marketing machine like no other which many of their products, services, and experiences helping promote each other.

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