Disney: Attractive Entry Point into Long-Term Compounder via FOX

Niraj Gupta of GCI Partners presented his in-depth investment theses on Walt Disney (NYSE: DIS) and Twenty-First Century Fox (Nasdaq: FOXA) at Best Ideas 2018. Niraj outlined a compelling opportunity to become a long-term shareholder in Disney at an attractive implied valuation through FOX shares.

About the instructor:

Niraj Gupta has over 25 years of experience analyzing and investing in publicly traded companies as a buy-side analyst/portfolio manager and a sell-side research analyst, with particular expertise in the technology, media and telecom industries. Prior to starting GCI Partners in 2008, Niraj was associated with Pequot Capital, Citigroup, Schroders and Goldman Sachs.

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