Recent content by MrPromey

So lazy-riverbeddy.

I work for a company a minuscule fraction of the size of Disney and projects that are obsolete/outdated before completion get completed all the time. Who's to say why? Left hand not talking to the right hand? A team still looking to get "credit" for a completed project that's already been...

We'll have to agree to disagree. What the first plans and new set are matters a lot to my opinion on all of this. To put it another way. If we start with: This (and I'm not saying we know if that's the case or not) Bigger and bolder could be this: This I think it's a mistake to...

I know right? "Hey guys, we're scraping those original plans we never shared with you to make even more awesome plans we're not yet sharing with you!" and people are getting excited. What if the original plans were on the scale of TSL and what we're getting ends up being like Galaxy's Edge...

I suppose it is kind of hard to explain how you made $400 billion in a year and still managed to end with a negative balance.

Well... Which CVS are we talking about? CVS Pharmacy or their owner CVS Health Corporation?

Yes, that's not net and I never claimed it was. It costs money to run a business. The $500 million for those extra charging stations would have been part of that cost but it's a drop in the bucket compared to the income and the other associated costs of that business. Sorry if you felt I was...

Thank you. I just wrote like a 20 paragraph reply including such things as not only Ford's influence on the modern highway system but the fuel infrastructure system to support it including drilling, processing and transporting of gas and how the standardizing on a single type of fuel went on to...

That's the problem. For the audience they are more and more chasing, it is NOT a premiere vacation destination. Why would it be? All those people you see standing sweaty in lines at the parks 10 months out of the year? That's the "riffraff" you speak of. I'm still trying to figure out how...

Oh really? So Telsa ran those power lines down tens of thousands of miles of highways and established the system of conventional gas stations for traditional fossil fuel vehicles and existing retail parking lots that they contracted to be the location of many of their charging stations? Please...

I'm just saying you were comparing Disney Plus to Netflix and I was making the point that Netflix had a much more difficult path because they had to invent both the tech and the market to make it all happen along with figuring out a content strategy and a means to produce a pipeline for it...

I'm not talking about higher margins. I'm talking about lower margins. An increasing larger share of their audience can no-longer afford their product at the margins they want to hold onto. The ones they want to replace those with have literally more options than ever to choose from, of which...

Wait, what? You said: My point was, that market does exist, they're just not the top 10%. Disney would need to adjust their expectations on profits/margins in this segment to appeal to that still existing group that has been steadily getting priced out. They still exist. Disney just doesn't...

It does, just not at the margins Disney wants.