Disney seems like the perfect value bet here at 15 P/E.

We are entering the age of AI, with Disney owning unbeatable in-person experiences (cruises, theme parks) and valuable IP (which can be monetized as video production costs decline).

You receive a 5% free cash flow yield while waiting for the stock to appreciate. A perfect dividend investing play? Immune to AI disruption, too.

Are we missing something here?