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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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Disney's Financial Performance Has Been Disappointing

Disney is trading at an eight year low, which we talked about. Trying investments where Nelson Pelt served on the board company told a shelter return versus P 500 during board tenure,. 900 basis points annual TSRL performance. That's obviously pretty good going through their case study at Proctor and Gamble. All very large dominant brands. Very large businesses. This is try and believes that is well positioned to facilitate positive change at Disney.

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