

The End of the Mickey Mouse Moat?
Jan 3, 2024
Asit Sharma and Kirsten Guerra join forces to explore fascinating shifts in the investment landscape. They discuss the cultural implications of Mickey Mouse entering the public domain, noting how it opens the door for unique reinterpretations. Tesla's reign in the EV market is scrutinized, alongside emerging competitor BYD. Kirsten highlights promising growth stocks that might continue their winning streak in 2024, all while reflecting on the dynamics of the 'Magnificent Seven' and their influence on investment strategies.
AI Snips
Chapters
Transcript
Episode notes
Mickey Mouse Enters Public Domain
- Disney's copyright expiration on early Mickey Mouse versions allows public use.
- This encourages further creative projects and keeps Disney innovating.
Internet's Undefeated Creativity
- The internet quickly incorporated the public domain Mickey, including a horror film, Mousetrap.
- This demonstrates the internet's rapid creative response to newly available intellectual property.
Tesla's EV Dominance
- Tesla's 2023 delivery numbers show strong execution and supply chain improvements.
- Their success stems from price promotions, advertising, a delivery-focused culture, and expanding production.