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SIPHESIHLE ZWANE: Disney illustrates the value of strong intellectual property

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The entertainment company’s share price does not fully reflect the underlying value of its main parts

11 July 2024 – 05:00

by Siphesihle Zwane

With asset managers now able to invest as much as 45% of their portfolio offshore, many are eyeing foreign assets with good growth potential. One example of a company worth investing in is The Walt Disney Company, which offers exciting prospects.

Video entertainment is a fast-changing industry, with Netflix’s relatively low-cost video-on-demand streaming model driving a change in how many consumers prefer to consume content. This has led to the proliferation of streaming platforms as studios cut out the middleman to go direct to consumers to recapture eyeballs lost from cord cutting (leaving linear bundled services)…

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