We are applying a 9-step assessment process for analyzing the Walt Disney Company.
1) analysis of fundamentals: goals, strategy, market, competitive technology, regulatory and operating characteristics.
2) revenue outlook
3) investments to support the business unit strategies
4) future profitability and competitive performance
5) future external financing needs
6) access to target sources of external finance
7) viability of the 3-5 year plan
8) stress test under scenarios of adversity
9) current finance plan
Unfortunately - I am lost on how to even approach this. If you can point me in the right direction for each step - or the charts or tables I should create.