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MM #164: Tech Stocks, Supreme Court Rules on Affirmative Action, Student Loan Forgiveness & The Airbnb Bubble

Market Mondays

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Disney's Succession Plan

I think disney has a broken we're not broken the business model that they were using last century Or last generation. It hasn't evolved fast enough to catch up with the demands of the consumer base now App great, but at some point they have to address capital expenditures. ESPN layoffs are because they're notable names But there were 7,000 people that get laid off earlier in the year that we don't know their names And those people are don't have a job with the company anymore Mm-hmm. Elon Musk is alpha on twitter as he may be Uh, even with the thing that he did this weekend He's really a non-factor in the long term Um, that

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