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Whitney Tilson: “Disney is interesting on the long side.”

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 45:07

I'm drawn to that in the same way you are. And I'm poking around, I haven't reached a strong conclusion. I mean clearly Disney is interesting on the long side. There's no question about that. The question is, is it interesting enough to reach my top 10 ideas where I pull the trigger and recommend it to our subscribers? (45:07–45:12)

CLAIM

Asserts that Disney is a potentially good long-term investment.

This is an excerpt from a raw transcript. The assertions have not been audited or verified. Tap the video to view the source footage and understand the context.

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Whitney Tilson

“The Magnificent Seven tech stocks have been almost entirely driving the entire stock market this year.”
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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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“Aconcagua in South America in Argentina is one of the seven peaks for South America.”
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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, I think, are running pretty darn scared these days. Exhibit A would be what happened to Bud Light, the number one selling beer…”
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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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“Anheuser Busch Bud Light, that's a much more serious thing where sales of their number one product remains severely depressed.”
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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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“They're sort of a strong number two, I'd say to Netflix, but a very distant number two.”
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“GDP growth last quarter from 4.9 to 5.2%.”
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“Mortgage rates at 7% feel incredibly high.”
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