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Reviewapalooza!: Two Out of Three Ain't Bad

Rule Breaker Investing

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What's Sparkling Joy in Management's Eyes?

i took a look at both the companies i'm going to speak about through this marie condo lens. What is speaking to management, what is sparkling joy in management's eyes, and what might they be trying to discard? So let me take a stab at this. I actually want to quote from the last conference call that disney had. Now, of course, we're recording just before the next quarter of earnings is going to be released. But i will stay even though, if you at these numbers, the disny theme parks part of the business, while being only 25% of revenue, and even less an operating profit, about six%. long term, it is something that's

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