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
A lot of cable channels lost a lot of money early on, but we're backed by companies in media that had other sources of earnings and of cash flow. That's how most of them work, because they need a lot of scale. We haven't seen things in the past before the last decade or so where these things were public the whole time in losing all this money.
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