Walt Disney has a $30 billion growth plan

walt-disney (DIS) ranks at or near the top of the streaming, streaming, film, and theme park industries despite stiff competition.

The Mouse House fights against any company that produces content or tries to entertain people. But arguably its two biggest rivals are Netflix. (NFLX) your opponent for streaming dominance, and Comcast (CMCSA) which owns Universal, Disney’s only real competitor in theatrical releases and streaming space.

Of course, other movie studios and broadcast networks are fighting Disney over things like sports rights. But in fact, Comcast’s Netflix and Universal rank above all others: Netflix in large part because it has first-mover advantage and Comcast because it’s the only company with intellectual property rivaling Disney’s. .

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