WEALTHSTEADING Podcast investing retirement money stock market & wealth Sold DISNEY stock it’s plagued by bad management 250928
Sep 28, 2025
A recent sale of Disney stock raises eyebrows as management issues come to light. The discussion dives into identifying stock business cycles and the impact of leadership on company performance. John highlights how bad management can lead to significant market dips and shares insights on swing trading blue chips versus traditional buy-and-hold strategies. Comparisons to companies like GE illustrate broader patterns in corporate governance. Patience and diversification are key themes as John considers future investment opportunities.
AI Snips
Chapters
Transcript
Episode notes
Closed Disney Position To Preserve Gains
- John Pagliano explains he fully sold Disney to lock in profits after a recent bounce in the stock price.
- He emphasizes the sale was based on trend break and price action, not headlines about Disney.
Business Cycles Exist Within Single Stocks
- Business cycles affect individual stocks as well as the overall market.
- Identifying cycles helps avoid long droughts and preserves returns.
Strong Franchise, Weak Management
- Disney's 10-year stock performance has been abysmal despite being a major franchise.
- Pagliano attributes long-term poor returns largely to bad or looting management.