Ep 381. Disney and Nelson Peltz, Carvana’s Fall, Pair Trading Strategies, and Charlie Munger’s Top 3 Places to Find Stocks
Focused Compounding
00:00
Disney Plus
Jeff Yang: Disney is using their intellectual property in different places, especially on the merchandising. He says it's a lot more valuable to have Disney have the property than someone else. Yang: Their financial performance isn't that great for a long time as you've seen here. The M&A that they've done is strategically might be good, but the prices they paid are not low.
Transcript
Play full episode
