Fairfax stock positions

[weighingmachine]

"The agreement makes Kraft Heinz the exclusive provider of some condiments, macaroni and cheese and cream cheese at Disney’s North American parks and resorts, and on the Disney Cruise Line. 

 

The deal enables Kraft Heinz to use Disney characters and stories across 10 of the food company’s brands, including Heinz, Philadelphia and Kraft Mac & Cheese. It also extends to Disney’s studios and streaming platforms, where Kraft Heinz will fund content co-created by the two entities." 

 

https://www.wsj.com/business/media/kraft-heinz-strikes-deal-with-disney-to-supply-resorts-and-tap-characters-d24a8b15

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19 hours ago, giulio said:

Posting here for those more competent than me to take a look and comment. 

Full letter is in the comments section on X.

If true, I guess this is a positive for exco? 

I am always skeptical of this kind of macro predictions.

 

 

I'm skeptical of these types of claims and thought I would share a link to a cursory Claude Fable 5 breakdown of his claims in case anyone else has interest without burning any tokens themselves ->

 

https://claude.ai/share/4cc0d479-e38b-4019-b043-79805ffa2b14