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Whitney Tilson: “Aconcagua in South America in Argentina is one of the seven…”

Featuring: Whitney Tilson, Democratic | Former Hedge Fund Manager, Candidate for New York City Mayor

Stansberry Investor Hour: Dan Ferriss and Cory McLaughlin Discuss Market Trends with Whitney Tilson

Published December 11, 2023 | Video Starts at 26:57

So it's sort of an ego thing, I think, for a lot of people to say, oh, I did the seven Summits, and I just don't care about that. So, for example, Aconcagua in South America in Argentina is one of the seven peaks for South America. And I talked to my guide who's guided a number of times. He's based out in Yosemite and we've mostly climbed in the US and we climbed Cotopaxi in Ecuador … (26:57–27:06)

CLAIM

Asserts that Aconcagua is one of the Seven Summits for South America.

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Whitney Tilson

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“Meta has gone up three and a half times and the others have all soared as well.”
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“Sales [of Bud Light] dropped by 30% almost immediately and still haven't really recovered.”
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“This is the number one selling beer in America.”
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“Cathie Wood and her Ark investment fund went down 80%.”
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“The S and P was flat and Berkshire was up 50% from there.”
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“Kilimanjaro's the tallest mountain in Africa.”
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“Kilimanjaro's one of the seven Summits.”
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“I climbed it back in 1992 without too much difficulty.”
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“Everest, of course, and that's, you know, the highest peak in the world.”
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“I'm just not convinced that Tesla, the company is going to be able to generate the free cash flows to warrant its $780 billion market cap…”
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“Elon Musk is completely tone deaf to the antisemitism that pervades his site x Twitter.”
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“When he's providing oxygen to white supremacists and anti supremacists, like, it's really bad.”
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“I think these university presidents have generally not done a great job in combating antisemitism on their campus.”
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“Corporations are definitely running scared.”
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“Nelson Peltz, the activist who's coming in there advocating for board seats.”
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“Bob Iger's sort of telling [Nelson Peltz] to go jump in a lake at this point.”
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“There's definitely a big cost cutting push that's happening [at Disney].”
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“Your product becomes associated with a radical left agenda item in the minds of those people.”
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“There's a fair amount of debt [in Disney].”
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“Their espn, their television business. This is stagnant, declining, melting ice cube, perhaps.”
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“GDP growth last quarter from 4.9 to 5.2%.”
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