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TIP528: Mastermind Q1 2023 w/ Tobias Carlisle and Hari Ramachandra
We Study Billionaires - The Investor’s Podcast Network
Is Disney the Right Price?
I see Disney more as a long term bet that I can buy at a price that is not exorbitant where I can park my funds safely for some decent returns. The really attractive thing here would be the park experience in products. ESPN has become a political, they've taken a political view on a lot of the things it's turned off half of the population already and so there are other options. But you know, there's still the core of this amazing IP there that is valuable.
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