Ep 381. Disney and Nelson Peltz, Carvana’s Fall, Pair Trading Strategies, and Charlie Munger’s Top 3 Places to Find Stocks
Focused Compounding
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Is Disney's Leverage a Threat to Shareholder Value?
Disney is also expected to buy Comcast $9 billion stake in Hulu in 2024, which will keep its leverage profile well above historical levels for years. In 2020, Disney eliminated its dividend as it faced cash flow challenges caused by the COVID-19 pandemic and a significant streaming investments. Bob Iger received 216 million in total compensation despite Disney's poor TSR.
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