
One does rather tire of the relentless competition in the theme park business, doesn’t one? It’s all frightfully exhausting. But, as a student of income – and let’s be perfectly clear, dividends are everything – one is obliged to observe the machinations of companies like Disney with a certain, shall we say, professional interest. The impending arrival of Universal’s ‘Epic Universe’ in Orlando is, naturally, causing a bit of a stir.
Our chaps, Rick Munarriz and Matt Frankel – seasoned observers of the corporate landscape, both – have been having a little chat about whether Disney is adequately bracing itself for this latest onslaught. One hopes they’ve had a stiff gin before commencing, it’s the only way to endure such discussions. Frankly, it’s all a bit vulgar, this striving for amusement. But, as an investor, one must remain… vigilant.
The key, naturally, isn’t merely about thrills and spills, but about maintaining a consistent return for shareholders. A clever ride is all very well, but a reliable dividend is positively civilized. One trusts Disney understands this fundamental truth. Universal may have its ‘Epic Universe,’ but Disney has a history of delivering, and that, my dears, is a rather more substantial asset.
Stock prices referenced were those of the morning of February 3, 2026. This analysis was published on February 4, 2026.
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2026-02-10 01:12