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Rip Your Face/Off Rally with David Faber of CNBC

RiskReversal Pod

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The Reopen Trade Is Hard. And That's What I'm Saying

Disney has a defense mechanism that's now built into the model. They'l probably warrants a little bit higher multiple in the future. But i guess the point is, danny, if you don't think we're out of the woods yet, it's kind of hard to chase a stock like this.

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