Slpy3270
Well-Known Member
Two words: activist investors. If they take advantage of continued stock price decline, long term strategy is thrown out the window in favor of instant profits.Why do people keep suggesting that Disney will look for a buyer or sell off business units? Disney's entire strategy over the last 15 years has been to scale up so that they can be one of the few big media companies that survives. They've arguably executed that strategy better than anyone.
Disney's core value proposition is that they have valuable brands that they can monetize better than anyone because of synergies between film, linear television, streaming, consumer products, and parks. Theme parks are a key part of that strategy.
They're the reason Time Warner is a shell of what it used to be, and if it weren't for the AT&T sale HBO would've been spun off as well.