I dunno. This screams buying high to me. We've lived through about a decade of superhero movies being about the highest grossing entertainment on earth. Marvel has reaped huge sums. But past performance is no guarantee of future returns. There's no particular reason why all the future Batmans and Spider-Mans have to make tons of cash. All the popular Marvel characters have gotten movies already. I can easily forsee the public tiring of a confusing Avengers movie with 10 different characters, etc.
I find it hard to believe this will wind up being a good deal for Disney. Marvel is at what is probably its absolute peak in value, or close to it.
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