Ben Gilbert: prediction

Transcript context

…Yep. They took those kind of rebuilding years, 5, 6 years in the middle, had a pandemic in the middle of it that shut down all their parks. But I think in 2026, it's looking like they'll set a brand new net income record ever based on the way it's trending. And just 5 years ago, it was negative during COVID. And really dug out of that hole after losing all this money in streaming. For all the headwinds that we described, they're going to continue to set new financial records. Now, it's not growing at the speed that you'd want for a business to justify a high multiple or a fast-growing stock price. But in many ways, Disney is a scale company that has accomplished its mission. I don't know that I want it to be a 20% year-over-year grower. I, as a consumer, I quite like that it's a 3% or a 5% growth company. Yeah, I think this might even be a version of the same thing too. The Disney parks are also a fundamental just part of our culture that gets transferred from generation to generation, that parents take their kids. And it's just always going to be that way.…

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