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
Is Disney Creating Sustainable Long Term Value?
The board is not looking to replace Bob Iger. They are for ensuring successful CEO succession within two years. Poor capital allocation deteriorating returns on incremental investments, questionable M&A judgment,. Fox and Sky, and increased leverage eliminating 50 year dividend.
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