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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What's the History of Nelson Peltz?
Nelson Peltz is an activist investor who has been involved in a number of brands. He's not advocating for aggressive price increases at the expense of customers, he says. The company recently released a new try-ins presentation called "Restore the Magic" It was published January 11, 2023 and calls for reinstating dividend by fiscal year 2025.
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