No. of Recommendations: 2
I think DIS and a few others are as close as we can get currently. I think DIS is a case where there is some durable, long term value with a very long tail for those who are patient.
I think the story with DIS needs to be multiple expansion, they are earning about $6 / share, but are stuck in a valuation range of about 15x that... a trigger will be needed to get them back to 20x (+) which is what I am holding out for. If that happens soon this could turn into a decent investment, until then its wait and see.
tecmo
...
