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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What Are Your Thoughts on Bankruptcy?
Party City and Walt Disney are both facing outside pressure from activist to make changes at the company. Party City, have you followed this company at all recently? It's bankrupt, right? Yeah. So they're going to do chapter 11 is I believe what they announced that they'regoing to pursue. And now we have two theme park related or, you know, attraction related businesses to continue to follow up on.
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