Disney to Buc-ees, quite the spread this week. Read about it ahead.
- Iger tries to get out, but Disney keeps pulling him back in. Disney board has renewed Iger for another 3 years.
- Hilco is one of the most fascinating companies because they are private. You rarely hear about them, but every once in a while you get a few insights.
- Amazon has been written off before. When you have a business of this size there is a lot to criticize. When the stock goes up a lot, we expect we will be hearing a lot about the value of their logistics network.
- The markets might be betting on a Fed orchestrated soft landing. We will see how this plays out but “this time is different” is rarely correct.
- Learn how BuC-ees went from a simple gas station to a Texas staple. A fun story worth learning about.
