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Walt Disney Company's $60 Billion Investment: A Deep Dive

In September 2023, the Walt Disney Company made headlines with a staggering announcement: an investment of $60 billion over the next decade aimed at enhancing its experiences segment. This extensive allocation supposedly encompasses Disney's controlling interest in ten theme parks worldwide, alongside cruise ships, resort hotels, vacation club properties, and consumer products. However, a closer look reveals that the granularity behind this figure may not be as promising as it appears.

Bob Iger's Insight on Allocations