Bull Case For The Mouse House

Published on
June 21st, 2018
Duration
9 minutes

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11

Bull Case For The Mouse House

Trade Ideas ·
Featuring Dan Ives

Published on: June 21st, 2018 • Duration: 9 minutes

Dan Ives, chief strategy officer and head of technology research at GBH Insights, says that the bidding war between Comcast and Disney for various Fox assets is just heating up. However, regardless of the outcome, Ives believes that “The Mouse House” is undervalued at current levels. He explains why now is the time to buy Disney in this interview with Brian Price. Filmed on June 18, 2018. NOTE: Since filming, Disney responded to Comcast with a $71 billion bid for Fox assets.

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Mark Yusko

Morgan Creek Capital Management, Co- Founder, CEO, & CIO

Mark Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. He is also the Managing Partner of Morgan Creek Digital Assets.

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Prior to founding SkyBridge in 2005, Scaramucci co-founded investment partnership Oscar Capital Management, which was sold to Neuberger Berman, LLC in 2001. Earlier, he was a vice president in Private Wealth Management at Goldman Sachs & Co. In 2016, Scaramucci was ranked #85 in Worth Magazine’sPower 100: The 100 Most Powerful People in Global Finance. In 2011, he received Ernst & Young’s “Entrepreneur of the Year –New York” Award in the Financial Services category. Anthony is amember of the Council on Foreign Relations (CFR), vice chair of the Kennedy Center Corporate Fund Board, a board member of both The Brain Tumor Foundation and Business Executives for National Security (BENS), and a Trustee of the United States Olympic & Paralympic Foundation. He was a member of the New York City Financial Services Advisory Committee from 2007 to 2012. In November 2016, he was named to President-Elect Trump’s 16-person Presidential Transition Team Executive Committee. In June 2017, he wasnamed the Chief Strategy Officer of the EXIM Bank. He served as the White House Communications Director for a period in July 2017. Scaramucci, a native of Long Island, New York, holds a Bachelor of Arts degree in Economics from Tufts University and a Juris Doctor from Harvard Law School.

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