Focused Compounding cover image

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 a Company in Crisis?

Tryon: Disney is the most advantaged consumer entertainment company in the world. It has unrivaled global scale irreplaceable brands and can leverage the Disney flywheel to monetize its intellectual property, Tryon says. However, recent share price and operating performance have been disappointing," he adds. "We believe that the current investor sentiment at Disney is low reflecting the hard truth that Disney is a company in crisis"

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app