Whitney Tilson: “There's a fair amount of debt [in Disney].”

“It sounds like real revenue growth. Yeah. I mean, it's sort of my concern is it smells a little like a value trap. And the things that cause that concern is, one is There's a fair amount of debt [in Disney]. Two is their espn, their television business. This is stagnant, declining, melting ice cube, perhaps. And they're streaming. Streaming has just become so competitive.” (49:19–49:24)

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