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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 CFO Issues a Warning Before 2023

Disney's guidance for 2023 was 5% lower than the consensus of analysts. Bob Iger has essentially served on the board since 2000. There are still several current directors and members of management who oversaw and approved some of Disney's worst corporate governance and strategic failures, says Nelson Pelt.

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