Just recently, we published our monthly shortlist of companies passing our rigorous 3-step stock selection process exclusive for Seeking Alpha readers. After our prior article on the world's largest aerospace company, Boeing (BA), we continue our series with another iconic wide-moat business, Disney (DIS), as we were curious how the company fares in our shareholder value focused framework.
In light of Buffett's teachings distilled from his 50+ years of shareholder letters, our analysis is based on the three dimensions that truly matter: operations, capital allocation, and valuation. Before we do that, however, let's jump into what makes Disney an interesting candidate today.
READ FULL ARTICLE HERE
