Stoeckle: Tesla Is a Good Company, Not a Good Stock

The video discusses the challenges in valuing Tesla due to market uncertainties and competition, particularly in China. It highlights the importance of distinguishing between a great company and a great stock. The discussion also covers Tesla's investment strategy, the impact of its expansion plans in China, and the influence of Elon Musk's actions. Additionally, the video analyzes Disney's underperformance and the role of activist investor Nelson Peltz in potentially improving the company's strategy.

What does the speaker suggest about the future of Tesla and its stock performance?

What issues does the speaker identify with Disney's board and management?

How does the speaker view the impact of activist investor Nelson Peltz on Disney?