There is huge upward potential in the stock pick of unknown billionaire Phil Gross

We recently released a list 10 stocks of unknown billionaire Phil Gross with huge upward potential. In this article, we'll look at other stock picks with huge upside potential for Walt Disney Corporation (NYSE:DIS) vs. unknown billionaire Phil Gross.

Phillip "Phil" Gross is an experienced investor and influential figure who is co-founder, managing director, managing director and healthcare portfolio manager of Adage Capital Management. Robert Atchinson is his longtime collaborator and co-founder Robert Atchinson as the company’s portfolio manager, while Gross’s leadership and strategic vision plays a foundation in shaping Adage’s long-term investment philosophy and reputation. The two worked as donation analysts at Harvard University in the mid-1980s. Their professional synergy led them to leave Harvard Management in the 1990s after conducting a public review of performance-based bonuses. With Harvard’s initial $1.8 billion investment backed and a deal to acquire 10% of the company’s revenue for the university, they launched Adage Capital Management in 2001 with a team of 18 people.

Under Gross's co-led leadership, Adage has become a key player in client management assets in prestigious institutions such as Harvard, Dartmouth College, Northwestern University, the American Red Cross and the Getty Foundation. The company specializes in long/short equity strategies guided by fundamental analysis and conducts risk arbitrage and event-driven opportunities when market conditions are favorable. Adage Capital Management and its predecessor, Harvard Management, featured equity group, has consistently surpassed the broader market benchmark by 3.5% over the past 15 years. This proves that GROSS helps instill disciplines in a research-driven investment framework.

Gross himself has brought a deep background to healthcare investment, serving at Harvard Management for nearly two decades, holding various positions including healthcare and retail analysts, equity research director and partner. His academic certificates include Bachelor of Finance and Economics from the University of Wisconsin (1982) and MS from Investments (1983). He is still actively interacting with his alma mater and serves on the advisory board of Steve Hawk Applied Securities Analysis Center and Nicholas Applied Companies Financing Center. In recognition of his professional achievements and continued contribution, Gross received the Distinguished Alumni Award from the University of Wisconsin Business School in 2006.

Beyond finance, Gross is a determined philanthropist. He co-founded the Strategic Grant Partner, an organization dedicated to driving systemic changes in education and family services throughout Massachusetts. He also serves as Vice President of the Board of Directors of Youth Enrichment Services, a nonprofit organization that provides outdoor entertainment experiences for urban youth. Additionally, he holds a board position with the American Skiing and Skiing Association, where he serves as Vice Chairman of the Investment Committee and a board position with the T2 Foundation.

Adage Capital Management reported $57.19 billion in custodial securities for the latest 13F filings filed in Q4 2024, with the top ten holdings accounting for 31.7% of the total portfolio portfolio, indicating a strategic but diversified approach to asset allocation. Although Atchinson oversees day-to-day portfolio management, Gross's enduring influence and expertise, especially in healthcare investment, continues to shape the company's long-term success and institutional credibility.

We searched Adage Capital Management's 4th quarter 2024 13F file to identify the stock picks of unknown billionaire Phil Gross with the highest upside potential. At the time of writing, we compiled stocks with upside potential above 34%, and discussed why they are powerful potential investments. Finally, we rank stocks according to the rising order of their upward potential. To help readers provide more environments, we use data from 1,009 hedge funds tracked in the fourth quarter of 2024 with Insider Monkey refer to hedge fund sentiment around each stock.

Why are we interested in stocks that hedge funds to accumulate? The reason is simple: Our research shows that we can beat the market by mimicking the top stocks of the best hedge funds. Our quarterly newsletter strategy selects 14 small and large stocks every quarter, returning 363.5% since May 2014, exceeding 208 percentage points (See more details here).

Walt Disney Corporation (DIS): Great upward potential in stock draft picks of unknown billionaire Phil Gross

A theater filled with moviegoers watched a blockbuster movie produced by the entertainment company.

Number of hedge fund holders as of the fourth quarter

Adage Capital Management's Equity shares: $205.23 million

As of May 2: 37.94%

Walt Disney Corporation (NYSE:DIS) is a global leader in mass media and entertainment. In 2025, for the first fiscal quarter of 2025, ending December 28, 2024, Disney reported strong financial results, reflecting its strategic focus on profitability and growth. Revenue rose 5% year-on-year to $24.7 billion, up from $23.5 billion in the same quarter of fiscal 2024. Income tax revenue increased 27% to $3.7 billion, while diluted earnings per share increased 35% to $1.40. In addition, total segment operating income rose 31% to $5.1 billion, with adjusted earnings per share significantly 44% to $1.76. These figures emphasize companies’ ability to adapt and thrive in the context of dynamic changes in the industry.

Despite this growth, Walt Disney Company (NYSE:DIS) shares are undervalued compared to historical benchmarks. Currently, Disney's share price is below its trading level with one, three and five years ago and does not fully reflect the basic progress of the business. Since fiscal 2019, the company's revenue has increased by 31% and increased operating profits. The main contributor to this upward trajectory is the shift in Disney’s streaming action that became profitable a year ago during investment and losses a year ago. While their linear TV networks continue to experience subscriber declines due to tangents, they still generate a large amount of cash flow. Disney has used this capital to invest heavily in its theme parks and content development, strengthening its long-term strategy.

In the competitive landscape of theme parks, Walt Disney Company (NYSE:DIS) continues to maintain its dominance despite the competition boosted by Comcast’s universal brand. Historically, even a major expansion of Universal Park would not kill Disney World attendance or revenue. Instead, Disney responded with high-impact attractions, such as the passage of Avatar, Star Wars: The Rise of the Resistance and Guardians of the Galaxy: The Regression, which inspire visitors’ interest and attendance. The significant development of competitors did not increase each other's market share, but increased the overall tourism industry in the Orlando area and also benefited Disney. With a solid financial foundation and innovative legacy, the company continues to strengthen its leadership in media and theme entertainment.

Clearbridge Value Stratagen pointed out the following about Walt Disney Company (NYSE:DIS) in its Q1 2025 Investor's letter:

“Although we have begun to move towards a more defensive positioning that is entering the quarter, we have made many adjustments to the rapid development of economic and political policies. One of our biggest new positions during this period is Walt Disney Company (NYSE:DIS), because we think it has turned around in building streaming services, which should help with higher margins and help boost better revenue than the market expects. The shift in management strategy, from “market share growth at all costs” to a more focused approach to increasing pricing should also help improve profitability and profit margins, and we believe that it will still make sense compared to other streaming service providers of similar size. ”

Overall, dis Ranked eighth There is huge upside potential in the stock picks of our unknown billionaire Phil Gross. While we acknowledge the potential of these stock options, our belief is that AI stocks provide higher returns in a shorter time frame and do this during this period. AI stocks have risen since the beginning of 2025, while popular AI stocks have lost about 25%. If you are looking for AI stocks that are more promising than DIS but have less than 5 times its earnings, check out our report Cheapest AI stocks.

Read the next article: Buy 20 Best AI Stocks Now and According to the billionaire, there are now 30 best stocks.

Disclosure: None. This article was originally published in Internal monkey.