Wednesday Investment Ideas

I’ve got a wide range of investment ideas this week. We’ll kick off with why I own Walt Disney shares and then finish with a fascinating fund manager Q and A on Indian Tech.

Why I own Disney

I noticed last week that Bill Ackman has announced that his Pershing Square vehicle – a core buy in my view for US equity exposure – has bought shares in Netflix. I was a bit surprised at first because Ackman is supposed to be a value-tilted quality guy and Netflix is a bit, well, FANNGy, but he’s really serious and is now a top 20 share…