News Disney and Fox come to terms -- announcement soon; huge IP acquisition

Sirwalterraleigh

Sirwalterraleigh

Premium Member
monothingie said:
Really? You're literally choking on your own BS. Immelt took the GE that Welch built and grew and turned it into crap. Look at the historical market cap of when Jeff took over.
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Welch laid off 160,000 employees...let’s not act like there aren’t two sides to this. I have my opinion and you have yours. That’s ok.

Unless you’re paul krugman...in which case, I’ll take Your opinion...

...are you...paul krugman?

Immelt was no saint. But who gives a crap about market cap when they were dismantling the actual nuts and bolts of what made the money In the first place? That’s the typical 80s-90s Alex P. Keaton nonsense.

And yes...that does relate back to Disney.

We should agree to disagree...but I invite you to join me off the page and out with the 3D people sometime. I’m buying 🍺
 
pdude81

pdude81

Well-Known Member
Disney and Comcast working together for the betterment of both seems a little blue sky to me, but would there be any heightened scrutiny if 2 major film studios decided how best to chop up the assets and business of a third? Besides WB, there isn't a whole lot of market share left. Obviously Fox is set to go to one or the other, but the two colluding could bring on a new wrinkle.
 
Sirwalterraleigh

Sirwalterraleigh

Premium Member
pdude81 said:
Disney and Comcast working together for the betterment of both seems a little blue sky to me, but would there be any heightened scrutiny if 2 major film studios decided how best to chop up the assets and business of a third? Besides WB, there isn't a whole lot of market share left. Obviously Fox is set to go to one or the other, but the two colluding could bring on a new wrinkle.
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From what we’ve seen the last 30 years or so...collusion doesn’t even exist once the dollars get big. The movers and shakers always seem to get what they want in the end.
 
Tom P.

Tom P.

Well-Known Member
monothingie said:
Really? You're literally choking on your own BS. Immelt took the GE that Welch built and grew and turned it into crap. Look at the historical market cap of when Jeff took over.
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I am pretty sure that he is not literally choking on his own BS. Unless he has an actual bull and has been actually eating its excrement, it is not literal.
Sirwalterraleigh said:
Welch laid off 160,000 employees...let’s not act like there aren’t two sides to this. I have my opinion and you have yours. That’s ok.

Unless you’re paul krugman...in which case, I’ll take Your opinion...

...are you...paul krugman?
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Paul Krugman's knowledge of economics is about as deep and accurate as a quick service restaurant cast member's knowledge of Bob Iger's strategic plan.
 
Sirwalterraleigh

Sirwalterraleigh

Premium Member
Tom P. said:
I am pretty sure that he is not literally choking on his own BS. Unless he has an actual bull and has been actually eating its excrement, it is not literal.

Paul Krugman's knowledge of economics is about as deep and accurate as a quick service restaurant cast member's knowledge of Bob Iger's strategic plan.
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I think it’s a delicacy in some parts of the world...but without Anthony bourdain - we’ll never know.

It doesn’t have to be krugman...anyone Keynesian...though krugman seems to have “done good” for himself according to credentials.

Just not someone who sat on his brain...like Friedman
 
Tom P.

Tom P.

Well-Known Member
Sirwalterraleigh said:
I think it’s a delicacy in some parts of the world...but without Anthony bourdain - we’ll never know.

It doesn’t have to be krugman...anyone Keynesian...though krugman seems to have “done good” for himself according to credentials.

Just not someone who sat on his brain...like Friedman
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Keynesian economics might make sense in theory. The problem is that in execution folks only pay attention to half of it.

The first half of Keynesian economic theory says that when the economy is sluggish you have major increases in government spending, investment, etc. to help give it a kick start. We love to do that part. The second part says that when the economy takes off again, you cut way back and make up the ground you lost by doing all that over-spending, thus avoiding runaway debt. We never do that part.
 
S

seascape

Well-Known Member
The sky is falling! The sky is falling. As of 1:23 PM Disney's stock is down 1.5% today. I guess that means they will be going out of business soon. But wait! Comcast is down 2.98%. So if Dusney is going to die what does that mean to Comcast. Let the market play itself out. Today's drop does not just have to do with Fox but the overall US China trade issues. Calm down both companies will be here in 10 years.
 
Sirwalterraleigh

Sirwalterraleigh

Premium Member
Tom P. said:
Keynesian economics might make sense in theory. The problem is that in execution folks only pay attention to half of it.

The first half of Keynesian economic theory says that when the economy is sluggish you have major increases in government spending, investment, etc. to help give it a kick start. We love to do that part. The second part says that when the economy takes off again, you cut way back and make up the ground you lost by doing all that over-spending, thus avoiding runaway debt. We never do that part.
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No theory is perfect...

I prefer that to supporting dictators in third world juntas that attempt to “stabilize” currency by setting pretty much everything else ablaze.

I tend to go with the “Roddenberry” school of Econ.
 
Sirwalterraleigh

Sirwalterraleigh

Premium Member
seascape said:
The sky is falling! The sky is falling. As of 1:23 PM Disney's stock is down 1.5% today. I guess that means they will be going out of business soon. But wait! Comcast is down 2.98%. So if Dusney is going to die what does that mean to Comcast. Let the market play itself out. Today's drop does not just have to do with Fox but the overall US China trade issues. Calm down both companies will be here in 10 years.
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I don’t think anyone said it was...sarcasm...you know?...irony...
 
Sirwalterraleigh

Sirwalterraleigh

Premium Member
Rodan75 said:
I'm beginning to wonder if CNBCs sources, are just Comcast's acquisition team? No one else seems to have any insight into what is going on at Disney right now.
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Well...if you want anything with a reasonable chance of not being in the bag for someone...you probably need to go Bloomberg.

Tough when a couple a guys own EVERYTHING
 
smile

smile

Well-Known Member
the.dreamfinder said:
And worst of all, the CEO most responsible, Welch, isn’t holding the bag.
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:cautious:

Davis pointed the finger for GE's problems, especially its deal-making, squarely at former CEO Jeff Immelt, who stepped down last year.

...

corrected direction is actually closer to jdub, it seems - reverting to a focus on core competencies
 
Sirwalterraleigh

Sirwalterraleigh

Premium Member
tribbleorlfl said:
The needs of the many outweigh the needs of the few. Or the one."
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Yes...

But I more meant that the backstory was after the inevitable nuclear war/33% extinction event....they realized that currency/profit and hoarding resources was the problem...

...and did away with it. The Medici run will have to go...or else it won’t matter if Willis and affleck drill a hole in the asteroid.
 

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