Today's video focuses on stock price action, valuation metrics, and recent news affecting Microsoft (NASDAQ:MSFT) and Disney (NYSE:DIS). Here are some highlights from the video. Since June 2, 2021, Microsoft has completed at least eight acquisitions in various markets. Its most recent purchase was on Oct. 7, when it announced that it had purchased Ally.io, a leading OKR (objectives and key results) company. Microsoft has also made recent acquisitions to improve its cybersecurity solutions and Microsoft 365 solutions, and increase its cloud products. Disney has had numerous roadblocks throughout the past year due to COVID-19 and lockdown restrictions affecting its outdoor experiences business. In late September, Disney's CEO mentioned that the delta variant is causing delays in video productions, which can trickle down and cause a slowdown in subscriber growth for its streaming services. At the time of the video recording, Microsoft's stock price was down roughly 4% from its highs, and Disney's stock price was down approximately 14% from its highs. Disney has seen numerous roadblocks through the past year and continues to see roadblocks that may be causing investors to be wary of its current valuation. In the video, I look at valuation metrics that might show some bullish sentiment toward Disney's current price. Click the video below for my full thoughts and analysis. *Stock prices used were the midday prices of Oct. 12, 2021. The video was published on Oct. 12, 2021. 10 stocks we like better than MicrosoftWhen our award-winning analyst team has a stock tip, it can pay to listen. After all, the newsletter they have run for over a decade, Motley Fool Stock Advisor, has tripled the market.* They just revealed what they believe are the ten best stocks for investors to buy right now... and Microsoft wasn't one of them! That's right -- they think these 10 stocks are even better buys. See the 10 stocks *Stock Advisor returns as of September 17, 2021 Teresa Kersten, an employee of LinkedIn, a Microsoft subsidiary, is a member of The Motley Fool's board of directors. Jose Najarro owns shares of Microsoft and Walt Disney. The Motley Fool owns shares of and recommends Microsoft and Walt Disney. The Motley Fool has a disclosure policy. Jose is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.Source