Recent content by pheneix

So did anyone have calls going on $DIS before earnings? It should surprise no one that I placed a wee little bet and made some money. The dividend/buyback news is like feeding cocaine to a bear. Pun intended. Iger doing the best he can to fight off Peltz by rolling out the shareholder...

Domestic parks revenue up 4% against these prices increases? Speculate away folks.

Yeah Hulu Live TV is a solid business and also a preview of… lots of future changes. Especially when linear blows up.

Earnings up soon. I don’t have insight into what they’re gonna say and neither does anyone else. Re: Hulu integration - was speaking more towards the back of house boring things that are still expensive. They also plan some content changes. A lot of Hulu subs with the TV package might get...

I expect some token references toward park spending this call. Enough to get some sizzle. Disneys plan is to go all in on advertising to get D+ profitable. Hulu purchase would assist this in a few key ways. Disney on boarding a profitable service like Hulu brings in needed cash flow. Hulu also...

The OP is currently busy with the work week but is happy to see Mr. Penguins well presented arguments. 😂

Lots of commentary on here about Simpsons…. Rumormongering from Disney side: there’s a huge push from the CEO’s office over Simpsons. The show’s reruns are a draw on D+. Apparently a big one. I think the CEO straight up enjoys the show too. I think in a perfect world for Disney, they’re gonna...

It’s fun seeing everyone’s evidence based ideas being shared. Most are a lot more ambitious than from the real company. Disneys reception of all this feedback could be programmed by a robot. “Must increase margin. Must decrease operations spending until it falls apart. Must run away low...

Simpsons rumors have a lot going on. Worth noting when they pop up. That’s the post.

Loving the intelligent and mature discourse here. We all win.

Yeah. Probably same thing. Somebody else can drop a rumor about the content of the new investment and get the heat. But that project is definitely a *thing* by rumor standards.

They were right at the time. Last 25 years of USA/Canada population growth has occurred since those studies. International tourist growth to USA at unimaginable numbers (compared to then) We’re at the juncture where a new NA park drawing off attendance from the other two resorts is kinda the...

In fact. Here we go. Self own number one. The post itself… man. They were broke then but the old management borrowed just an unreal amount of cash to weather the storm. A lot of bombastic proclamations of doom are just fun. Most don’t happen. Whatever. Something else about that post. See the...

Personal rambling. I been looking at my old posts from when I used to be here. Oh my god! It’s so cringe! I’m not even sure I regret it because the way of expressing views was a product of its time. Man; I also noticed I screwed so many predictions up. Shooting from the hip as it happens has...

That’s why I argue the case to just raze the site to shovel ready. Bring in the land with cool stuff we know works. Pulled that place up on Google maps. So much potential with the land they already set up to be used.