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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Focus Compounding Podcast - Is Nelson Peltz Trying to Change Disney?
focuscompounding.com and you can get access to everything that we're doing. We could spend some time going over Disney and seeing what another activist, Nelson Peltz, trying is trying to do with the company. I think officially any mutant thing from Marvel, they now have rights to and fantastic for. But let's see, the case for change at Disney. They're talking about their disappointing financial performance.
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