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Defensive Stocks FTW

Oct 12, 2022
Rick Munarriz, a seasoned analyst, dives into the whimsical world of DisneyQuest and its ambitions as an interactive theme park in the late '90s. He draws captivating parallels between Disney's early ventures and today's metaverse ambitions. Munarriz highlights the emotional experiences that visitors craved, alongside the challenges that ultimately led to its downfall. The conversation also reflects on how technology and market readiness can shape the future of immersive experiences. Tune in for a thoughtful exploration of nostalgia and innovation!
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INSIGHT

PepsiCo's Strategy

  • PepsiCo's strategy involves staying ahead of inflation by 1-2 points and increasing efficiency.
  • This approach, combined with pricing power, makes them a strong defensive stock.
ANECDOTE

Disney's VR Venture

  • Disney launched Disney Quest, a chain of interactive theme parks, in 1998.
  • This involved a significant investment in virtual reality, confusing many consumers.
INSIGHT

Metaverse Parallels

  • Disney Quest's virtual reality technology was ahead of its time but faced limitations.
  • Meta's current metaverse efforts share similarities but hopefully will have different outcomes.
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