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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Would You Like Peltz? I Don't Like It, but I Would Like It
"I don't like it, but I would agree to it," he says. "It just tests someone there who's talking about the stock price all the time and stuff" He doesn't think Peltz will introduce things that would be a better way of running the company. But he can advocate for shareholders that might not get much attention on board normally.
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