5min chapter

The Compound and Friends cover image

12 Things Everyone Got Wrong About Inflation

The Compound and Friends

CHAPTER

Disney: Can the News Be Any Worse?

Michael and Ben: Disney, could the news be any worse? It just keeps getting worse. They said that they want to cut content costs simultaneously. I'm not selling Disney in a 58% drawdown with all of the news. There's actually no reason for them to not come out and kitchen sink the next quarter.

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