I personally think Disney is a terribly managed company with just amazing brands that prop it up. Looks like Bob Iger is βretiringβ again π€£
On Nivida, because Micheal Burry is a short seller, you really canβt believe anything he says.
Iβm not sure if you saw Burryβs analysis for why Nvidia is a βfraudβ but to me his analysis is total nonsense.
Yes Disney is being mismanaged for the last 4-5 years for sure and Iger needs to go and they have to hire some one else .
The stock price of Nvidia is too high for me and I agree on that with Burry . But is it a bubble ? I donβt believe that because the investments are real the data centers are real the chip orders are real I believe that he is a person that always says danger danger and 99% of the time he is wrong but he is remembered for that 1% he was right .