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  1. W

    Is the DVC business for sale?

    I was referring to recent posts and podcast reports on ROFR activity that stated abnormally high buyback activity in the past few months for OKW and proactive action by Disney to buy back contracts such as this from the DVC Resale Market report: “Disney is currently emailing some DVC Members...
  2. W

    Is the DVC business for sale?

    Len, I have been thinking about this since you first raised it on the podcast last week. In my opinion, multiple signs seem to give the idea of a sale some legitimacy: The aforementioned financial stress placed upon TWDC and Bob Chapek's need to improve the balance sheet and free up cash for...
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