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Mar Vista Global Equity Fund's investment thesis on The Walt Disney Company ($DIS) — Q4 2024 | Buyside Digest

$DISNYSEThe Walt Disney Company

BEAR

Mar Vista Global Equity Fund—DIS

Fund Letter

Q4 2024

Published December 31, 2024

$104.17USD

-1.1% vs last month

$111.16Pitched

-6.3% since pitch

Market CapN/A

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

The fund liquidated its investment in Disney after the stock closed the gap to intrinsic value. While Disney improved...

— Silas Myers and Brian Massey

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