#Disney #Cyclicals
Listen to the latest episode of the Market Bites podcast as Sam North & Mati Alon discuss the latest market news, focusing on;
– Whether the recent move lower in Disney is justified
– How Mati would go about his valuations of the company
– What is the bull and bear case?
– What are cyclical investments?
– What sectors perform better and worse during different parts of the cycle?
– How can we look for value in the current market?
See you all next time!
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