Episode transcript: click here
About this episode:
Welcome to Shares Month on The Australian Finance Podcast! This month is all about how to analyse stocks like a Pro investment analyst.
Today’s episode continues the conversation from our 5-part investing checklist (that we introduced you earlier this month), and takes our analysis of The Walt Disney Company (NYSE: DIS) to the next level.
It’s senior analyst Kevin Fung’s debut on the show, to chat all things investing with Owen! The duo chat about Disney’s intellectual property and intangible assets, short-term vs. long term incentives, customer acquisition costs, and explore a few different valuation models (including the classic DCF model).
Send your share investing questions to [email protected] with the subject line SHARES MONTH, and we’ll include them in our share analyst Q&A episode later this month.
At the time of publishing, Kevin owns shares in DIS, BRK, AAPL, NFLX, XRO & CSU. Owen owns shares in AAPL & XRO. Owen, Kate, Cathryn, Kevin and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Take our free financial education courses on Rask Education and join our FB community.
Resources:
Tune into Part 1 of Shares Month, where we introduce Owen’s 5-part share investing checklist here.
- Rask Education Courses: ETFs, Shares & Share Valuation
- Every Company Disney Owns: A Map of Disney’s Worldwide Assets
- DIS Investor Relations – Stock Information, Events, Reports, Financial Information
- Access industry reports: IBISWorld, Gartner & Statista
- Yahoo Finance!
- Employee Reviews: Glassdoor & SEEK Companies
- How to buy and invest in US stocks (from Australia)
- Ep. 9. Investing in Shares in Australia | Rask Australia
- What Is The Price-Earnings Ratio (P/E)? (Rask Education Tutorial)
- How To Create A Discounted Cash Flow (DCF) Analysis (Rask Education Tutorial)
- 1 Quick Way To Calculate Free Cash Flow (FCF) In Valuation (Rask Education Tutorial)
- Net Present Value (NPV) Definition
- Every Warren Buffett Needs a Charlie Munger
- Jason Zweig | A safe haven for investors by Jason Zweig of The Wall Street Journal.
- Play the ASX sharemarket game
- Creativity, Inc.: Overcoming the Unseen Forces That Stand in the Way of True Inspiration
- List of highest-grossing films
Developed by TitleMax.com
Rask Education money & finance courses
Please forgive me, I couldn’t help but plug our 5-star (and free) financial education courses in here. I’ve linked a few of my favourites below if you’re keen on taking control of your time and money.
- Financial Independence, Retire Early (FIRE) Mega Course
- Beginner Shares Online Course
- Money & Budgeting: The Complete Guide
- Beginner ETF Investing Course
[ls_content_block id=”27363″ para=”paragraphs”]
