Entertainment, Investment Fund / By David J Hoare MSA / 05/09/2022

Bought The Walt Disney Company

“Whatever you do, do it well” – Walt Disney

On Friday, May 6th, 2022, the market price of The Walt Disney Company hit $110 per share at 9:35 AM. This site’s Value Investment Fund purchased 180.1801 shares for a total investment of $20,000 including a $1 transaction fee per share.

This post is strictly to record the transaction as a part of its ongoing documentation series related to value investing. Additional documentation and analysis is forthcoming. Act on Knowledge.

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Value Investing is a Superior Program to any Other Model of Investing. Here's the Proof:
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How Much More Proof Do You Need?

Seriously, it is highly unlikely this pattern will deviate dramatically over the next two to three years. AND, this includes the Bear Market decline during 2022. The principles of Value Investing work!

Annual Returns (Pre-Tax Basis)
. Value Investment Fund NASDAQ 100 S&P 500
2020 - 34.41% 46.94% 16.26%
2021 - 41.08% 26.63% 26.89%
2022 - (11.35%) (32.97%) (19.44%)
2023 YTD 25.02% 32.97% 10.34%
Thru 06/02/23
Annual Avg. 20.56% 18.37% 9.85%
3.67 Years

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