Whitney Tilson: “There's definitely a big cost cutting push that's happening…”

“You've got Nelson Peltz, the activist who's coming in there advocating for board seats. Bob Iger's sort of telling him to go jump in a lake at this point. But There's definitely a big cost cutting push that's happening [at Disney]. But I prefer seeing earnings growth coming from revenue growth and growing the business as opposed to just growing earnings by slashing costs, though that can work as well.” (47:34–47:39)

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