Recent content by jmp85

First of all, how dare you.

DIS reported a negative cash flow of 170M for the most recent 6 months ending. They've been running cash flow negative for the last good bit. Yes, this is due to capital investments in Parks and DIS+, but I don't see how they can afford to cut those investments significantly. The parks are...

Weirdo.

Now I really want to see this.

Stock is doing great. The current 5-year return is -11%.

Sorry, I was using G+ to represent the rides that are included with the $15 bucks -- LL costing the extra out of pocket.

How? Is this G+ rides plus LL? I understand that you can book one and then if you wait two hours, you can stack on another.

Yeah, it's completely manageable by either rope dropping or staying until close. One trip we had the most success staying late (although we normally rope drop). The most recent trip we splurged for AKL and took advantage of the evening extra magic hours and were able to walk onto pretty much...

Right there with you. I could rant about my Genie+ experience all day. It just wasn't worth paying for, period. I perceived close to zero value -- unless you count getting to walk onto Pirates when the stand by was only 20 minutes, then yeah, some value exists.

Tried Genie+, it was awful and not worth the money. Been back twice since and did not purchase it either trip. If they brought back FastPass+ and charged me Genie+ prices, I'd probably buy it. It was simple: I get to pick 3 guaranteed rides for the day. None of this crap of sitting on my phone...

I agree, they can't grow without new, expensive content. My concern is that growth does not equal free cash flow / profitability. Growth is at the cost of very large capital expenditures. At a certain point, you need to be able to cut back on content spending to make the platform actually...

Can't believe I actually agree with the analyst on CNBC. He basically he said he was worried about the path to profitability with DIS+ and chasing Netflix and HBO Max. Mentioned it would be smarter to keep classic content and play to the 'super fans.' I've always thought they should play to...

The $103.50 order filled, the $99/share is still pending, but as I type this the after hours price is down to $100

Just had a small order fill at $103.50/share. Got another order in at $99/share. Keep talking Bob.