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  1. Nubs70

    News New Polynesian Resort DVC villas building to open 2024

    Took the opportunity to ride monorail after MK fireworks last night. While entering the resort loop at MK, I looked back at the to landing. The view was something with the GF wedding Pavillion super imposed over the Poliday Inn. It was pretty jarring.
  2. Nubs70

    News The Walt Disney Company Board of Directors Extends Robert A. Iger’s Contract as CEO Through 2026

    Walden, from what I can tell, is networked to institutions and individuals outside of simply the industries within $DIS. Maybe she will act like the CEO of a multi national/multi segmented corporation rather than being facinated.with being the face of the parks
  3. Nubs70

    News The Walt Disney Company Board of Directors Extends Robert A. Iger’s Contract as CEO Through 2026

    As the accountabilities as CEO of $DIS is greater than simply parks, Walden has connections and relationships that satisfy many of Chapek's deficiencies outlined in th Palace Coup article.
  4. Nubs70

    Why does Disney no longer PLUS attractions?

    Even $5 in plussing. How do you define any type of return? If you can document just 1 additional entry ticket specifically because of the plus, that is a fantastic and justified return. Short of that, the current management cannot justify the expense.
  5. Nubs70

    Why does Disney no longer PLUS attractions?

    If I spend $500k on plussing an attraction, what is the return on the $500k? What is the return on $500k if I put it in as 5% 6-month CD?
  6. Nubs70

    Observations from Portugal

    You are not kidding. The activity watch was hitting about 25k steps per day. Watched a guy wedge his car between a wall and a house in the Alfama District. He had to crawl out through the trunk. Then 8 guys took potty on him a picked up the car and shimmed it around the corner.
  7. Nubs70

    News The Walt Disney Company Board of Directors Extends Robert A. Iger’s Contract as CEO Through 2026

    As pointed out by another learned poster, had $DIS not taken writeoffs (ie bad investment) for D+ and Star, the current stock price would be at the correct level as defined by the fundamental P/E of 20.
  8. Nubs70

    News The Walt Disney Company Board of Directors Extends Robert A. Iger’s Contract as CEO Through 2026

    First, I find it interesting that, by design, Chapek was serving 2 masters at the same time. This is NEVER a recipe for success. Chapek was screwed before he took the job. Second, Chapek's name was not trial ballooned prior to the announcement. That is in direct contrast with the Staggs...
  9. Nubs70

    How much does your average Disney World vacation cost?

    Just did Portugal for 16 days for around 7-8K for 2 persons.
  10. Nubs70

    News The Walt Disney Company Board of Directors Extends Robert A. Iger’s Contract as CEO Through 2026

    So, if not for poor investment/acquisition strategy, $DIS is actually pretty healthy and fairly priced at a below par position?
  11. Nubs70

    News The Walt Disney Company Board of Directors Extends Robert A. Iger’s Contract as CEO Through 2026

    P/E is still a little high at 33. Stock price needs to drop a bit or increase earnings.
  12. Nubs70

    Observations from Portugal

    That appears to be Rossio Square.
  13. Nubs70

    Observations from Portugal

  14. Nubs70

    Observations from Portugal

  15. Nubs70

    Observations from Portugal

    I see what I/ you did there
  16. Nubs70

    Observations from Portugal

  17. Nubs70

    Observations from Portugal

    It's Spain's little brother to the west.
  18. Nubs70

    I hear the Rise of the Resistance opening ceremony is going to be pretty interesting.

    Certainly not this museum. Things much more important to humanity than this drivel.
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