Evidence receipt / prediction
Published · transcript-backedDavid Rosenthal: prediction
22 Jun 2026 Acquired The Walt Disney Company
“Wow. So this means they're flying even closer to the sun than I realized because they've got the $8 million in sort of investments that they need to fund and they have $4.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- prediction
- Recorded
- 22 Jun 2026
- Publisher
- Acquired
- Episode
- The Walt Disney Company
Transcript context
…They only raised about $3.5 million directly to their balance sheet, but they give up 30% of the company to do that, and it comes with that 6% cumulative dividend to those shareholders. Wow. So this means they're flying even closer to the sun than I realized because they've got the $8 million in sort of investments that they need to fund and they have $4. 5 million from Bank of America. And then if they're only getting $3.5 million in proceeds from the IPO, that's exactly $8 million. They are shaving off every piece of their current self and future cash flows to rebet the farm.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.