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
Disney's Streaming Strategy
"We fear Disney is over earning and domestic parks to subsidize streaming losses," the report says. "Disney has historically relied on price to drive growth and margin at domestic parks, which we believe is an unsustainable growth strategy"
Transcript
Play full episode
