WEALTHSTEADING Podcast investing retirement money stock market & wealth · John Pugliano

Sold DISNEY stock it’s plagued by bad management 250928

·15 min·1 clip

John Pagliano dismantles the legend of Jack Welch, revealing the 'flim-flam, phony foundation' that led GE into a death spiral.

Host John Pagliano explains his decision to sell his Disney stock, using it as a case study to teach listeners how to identify and profit from business cycles in blue-chip companies plagued by bad management. He argues that companies like Disney, GE, and Boeing have inherent value but suffer from cyclical leadership failures, creating opportunities for patient, non-greedy swing trading rather than buy-and-hold investing.

As heard by us

A blunt case for protecting gains when a winner starts to weaken.

The piece uses Disney as a way into a plain investing point: a winner can stop behaving like one, and the smart move may be to take the profit while the run still has life.

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Why you'd press play

You want a clean read on when a winner gets tired.

Read the full recommendation in PlayNext →

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