Ep 381. Disney and Nelson Peltz, Carvana’s Fall, Pair Trading Strategies, and Charlie Munger’s Top 3 Places to Find Stocks

1

Introduction

00:00 • 2min

2

Focus Compounding Podcast - Is Nelson Peltz Trying to Change Disney?

01:44 • 3min

3

Disney's Financial Performance Has Been Disappointing Post-21st Century Fox Deal

04:53 • 1min

4

Is Disney a Company in Crisis?

06:22 • 3min

5

Is Disney Creating Sustainable Long Term Value?

09:51 • 2min

6

Disney Plus

11:43 • 2min

7

What's the History of Nelson Peltz?

13:50 • 2min

8

Is Disney a Company in Crisis?

15:39 • 6min

9

Disney's Financial Performance Has Been Disappointing

21:22 • 5min

10

Disney's CFO Issues a Warning Before 2023

26:29 • 2min

11

The CFO and CEO - What's the Story?

28:20 • 4min

12

Is Disney's Leverage a Threat to Shareholder Value?

32:11 • 2min

13

Disney's Streaming Strategy

34:21 • 3min

14

Would You Like Peltz? I Don't Like It, but I Would Like It

36:54 • 2min

15

What Are Your Thoughts on Bankruptcy?

39:09 • 2min

16

Covid

41:29 • 4min

17

Carvana, Fast Growing Company, Unit Economics

45:09 • 3min

18

How to Prevent Bankruptcy With Capital Markets

48:21 • 5min

19

The Advantages to Scaling Up

53:16 • 5min

20

Disney Plus

57:54 • 2min

21

Is Warren Buffett a Value Investor?

59:31 • 3min

22

Do You Think Value Investing Has Become Less Competitive?

01:02:35 • 2min

23

Value Investing - Is 2020 a Good Year?

01:04:28 • 2min

24

The Top 3 Places to Find Stocks for 2023

01:06:37 • 3min

25

Generac Holdings

01:09:09 • 2min

26

Micron Technology - The Top Big Bet by Super Investors

01:10:49 • 2min

27

Is This a Cyclic Industry?

01:12:48 • 5min

28

Why Value Investors Like Semiconductor Stocks

01:17:27 • 3min

29

Is $10 a Share a Good Investment?

01:20:15 • 2min

30

Intel Nine Times Earnings, Price to Book, One Point Two Times Return on Equity

01:22:18 • 2min

31

Do You Have Any Thoughts About Pear Trades?

01:23:49 • 2min

32

How to Short a Bad Business

01:25:28 • 4min

33

Is Shorting a Good Idea?

01:29:21 • 3min

34

How to Make Money by Shorting Stocks

01:32:26 • 2min

35

Shorting a Stock With Merger?

01:34:42 • 2min

36

Is There a Need to Short Something?

01:37:06 • 3min

37

Is There a Reputation for Shorting Stocks?

01:40:15 • 3min

38

The Risks of Shorting a Stock

01:42:46 • 4min

39

Shorting a Business Once in a Blue Moon

01:46:23 • 3min

40

Is There a Fraud Detection Issue With Caravan?

01:49:28 • 5min

41

Investing in Stocks That Have a One in 100 Chance of a Big Loss

01:54:50 • 5min