The following video is part of our "Motley Fool Conversations" series, in which analysts John Reeves and Jason Moser discuss topics across the investing world.

John and Jason discuss Disney's recent earnings release. After considering the main drivers of its performance, Jason offers his long-term view of the business. The video concludes with a look at Disney's dividend.

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This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.