Earn Your Leisure

Investing Beliefs We Changed Our Minds On

Jan 18, 2026
Troy Millings reveals his newfound appreciation for stocks priced under $25, highlighting their potential for quick gains in today's market. Ian Dunlap candidly reflects on his belief that Disney could surpass Netflix, ultimately questioning if Disney should have even entered the streaming race. Rashad Bilal emphasizes the importance of investing in companies the world needs—like healthcare and tech—rather than just familiar brands. Together, they share humor and insights on evolving investing beliefs that can enhance anyone's investment strategy.
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ADVICE

Reconsider Sub-$25 Stocks For Swing Trades

  • Consider looking at stocks priced under $25 for short-term swing trades during certain political and rate environments.
  • Avoid treating sub-$25 stocks as long-term holds and focus on potential quick gains instead.
ANECDOTE

Changed Mind About Disney's Streaming Future

  • Troy Millings recounts publicly predicting Disney could challenge Netflix and now retracts that view based on streaming performance and charts versus the S&P.
  • He removed Disney from his portfolio and no longer expects it to become the streaming leader soon.
INSIGHT

Disney Versus The S&P Raises Strategic Questions

  • Disney has not outperformed the S&P over multiple long-term periods despite its IP and business lines rebounding in parks and licensing.
  • This raises the question whether entering streaming was the right strategic move for Disney.
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