A Spirited Valentine ...

[MisterPenguin]

Surprised you've never encountered it! It's at least 10 years old. A way to give parades kids a full shift.

Well, any true performer would demand in their contract at least three costume changes. Five for divas.

 

[Princess Leia]

Outside of Guardians and the potential Cap coaster, what else is planned for DCA's Marvel land? If it opens in 2020, there could be a new Avengers line-up (it all depends on what happens in Avengers 4 in 2019, but I feel safe betting that the new Avengers will be Ant-Man, the Wasp, Captain America (Bucky Barnes), Black Panther, Doctor Strange, and Captain Marvel).

 

[Rodan75]

That said, I think the ESPN layoffs is a step further that they'll do anything (even degrade an offering that might not even result in an increase in The Margin) to try to make The Street happy.

I totally don't understand the complaining about the ESPN cuts. It looks to me that ESPN felt they were paying too much for 'talent' and that the results they brought in worth worth the payroll so they started cutting. ESPN has been allowed to get lazy and bloated and those chickens are coming home to roost. That doesn't mean the talent did anything wrong, they were just part of a machinery that didn't manage costs effectively.

The value of those talking heads and local reporters has been diminishing for years, ESPN should have been making those cuts gradually over the years. But they didn't and that is stupid from a shareholder perspective.

 

[ford91exploder]

Besides THOSE stockrenters, there are those that if they had a choice of the stock A) hitting $145 to $150 in 18 months, then headed back down to the $40 to $60 range and staying there for 20 years or B) having it naturally consolidate, then do a steady march higher and be at $200 in 10 years, they would chose A. Nobody on the BOD should be among them.... I think the long term stockholder is to $DIS as the family who keeps their vacation budget under $15K....

That said, I think the ESPN layoffs is a step further that they'll do anything (even degrade an offering that might not even result in an increase in The Margin) to try to make The Street happy.

All of Disney's recent moves are along the lines of type A stock-renters along with the majority of the BoD.

Its interesting to see the difference in the Berkshire Hathaway shareholders meeting which has a shareholder expo with booths from all the companies in the Berkshire Hathaway portfolio. And the public is invited.

Versus the now secretive Disney shareholder meeting which is held in a random tiny hotel in some forgotten burg in the middle of east armpit which ONLY has a GA airport so the BoD can slither in on a nondescript bizjet and slither back out of town. Without having to answer tough questions from either the shareholders or the business press.

Pre-iger the Disney shareholders meetings were like BERK a show in themselves.

The other question is why is DIS so secretive about shareholder meetings, its almost as they have something to hide...

 

[ford91exploder]

I totally don't understand the complaining about the ESPN cuts. It looks to me that ESPN felt they were paying too much for 'talent' and that the results they brought in worth worth the payroll so they started cutting. ESPN has been allowed to get lazy and bloated and those chickens are coming home to roost. That doesn't mean the talent did anything wrong, they were just part of a machinery that didn't manage costs effectively.

The value of those talking heads and local reporters has been diminishing for years, ESPN should have been making those cuts gradually over the years. But they didn't and that is stupid from a shareholder perspective.

Because the cuts were cosmetic and dont address the real cause of the problems ( overpaying for rights and a bloated management who is incapable of executing in the new media space)

AND if the rumors are accurate both the NFL and NBA are furious that the experienced reporters who showcased their sports were canned and they dont want 20 year old 'sports babes' doing hot takes on Draft Days etc.

 

[LuvtheGoof]

All of Disney's recent moves are along the lines of type A stock-renters along with the majority of the BoD.

Its interesting to see the difference in the Berkshire Hathaway shareholders meeting which has a shareholder expo with booths from all the companies in the Berkshire Hathaway portfolio. And the public is invited.

Versus the now secretive Disney shareholder meeting which is held in a random tiny hotel in some forgotten burg in the middle of east armpit which ONLY has a GA airport so the BoD can slither in on a nondescript bizjet and slither back out of town. Without having to answer tough questions from either the shareholders or the business press.

Pre-iger the Disney shareholders meetings were like BERK a show in themselves.

The other question is why is DIS so secretive about shareholder meetings, its almost as they have something to hide...

Umm, the meeting was in Denver, CO. It really is interesting how you place your foot in your mouth with every post.

 

[seascape]

Because the cuts were cosmetic and dont address the real cause of the problems ( overpaying for rights and a bloated management who is incapable of executing in the new media space)

AND if the rumors are accurate both the NFL and NBA are furious that the experienced reporters who showcased their sports were canned and they dont want 20 year old 'sports babes' doing hot takes on Draft Days etc.

If the over paid sports leagues don't like it, why don't they offer to lower their payments? They don't care about anything but the money and that includes they don't care about the fans who pay way too much to go to the games.

 

[the.dreamfinder]

Outside of Guardians and the potential Cap coaster, what else is planned for DCA's Marvel land? If it opens in 2020, there could be a new Avengers line-up (it all depends on what happens in Avengers 4 in 2019, but I feel safe betting that the new Avengers will be Ant-Man, the Wasp, Captain America (Bucky Barnes), Black Panther, Doctor Strange, and Captain Marvel).

It has been suggested that the Star Tours simulators would move over to DCA after SWE opens for a SoCal version of the Iron Man Experience.

 

[njDizFan]

Nah, you're agreeing with me. You said you never watch ESPN anymore unless there is a sporting event you're interested in. I said that ESPN needs to get back to sports programming not talking heads. That's the same thing. We agree. Sports isn't going to shrink it's just going to reconfigure.

Soccer. They want to watch soccer.

That doesn't have anything to do with sports. You just describe a typical jackhole millennial. I should know, I have one about to come home from college in a week and you know what we're going to do? Go to a baseball game. So I guess my anecdotal data negated yours?


You guys know there are more sports balls out there besides the football right?

I think the disagreement here is that both sides are not quite reading what the other poster is saying(oh and of course the giant philosophical and generational issue) But it is true that the younger generations are not inspired to sit in front of a TV for 3-4 hours and watch a sporting event. The next contract for football could very well go to a steaming service so the millenials can watch the game and tweet at the same time. But actually going to see a sporting event live is still very much in fashion,. Most of all the major sports are seeing strong attendance numbers despite the obscene prices for concessions(you can sill get a decent deal for a seat at a baseball game).

 

[rael ramone]

Umm, the meeting was in Denver, CO. It really is interesting how you place your foot in your mouth with every post.

Here's the list of $DIS last 5 stockholders meeting locations:

Denver
Chicago
San Francisco
Portland Oregon
Phoenix

None are backwaters. Neither are any in a location where there are they have either corporate offices or a major land footprint, or anywhere in the Eastern US Timezone.

Here's the list of $TUP (Meg C.'s new gig) most recent 5 stockholder meeting locations

Orlando (May 24th this year)
Orlando (last year)
Orlando
Orlando
Orlando

Here's the list of $AAPL's last 5.

Cupertino, CA
Cupertino, CA
Cupertino, CA
Cupertino, CA
Cupertino, CA

I could go through more companies. I suspect the way $DIS handles the meeting is the exception, not the rule. The general belief is $DIS does this to avoid shareholder questions that they don't want to answer, like from shareholders who see it as being part owners of a company who want it to operate it in a sensible long term fashion that stays true to it's founders ideals...

 

[rael ramone]

I totally don't understand the complaining about the ESPN cuts. It looks to me that ESPN felt they were paying too much for 'talent' and that the results they brought in worth worth the payroll so they started cutting. ESPN has been allowed to get lazy and bloated and those chickens are coming home to roost. That doesn't mean the talent did anything wrong, they were just part of a machinery that didn't manage costs effectively.

The value of those talking heads and local reporters has been diminishing for years, ESPN should have been making those cuts gradually over the years. But they didn't and that is stupid from a shareholder perspective.

Many of those laid off were under contract. For them to truly come off the books, they have to seek employment before the contract expires. The 'savings' may be so marginal that it wasn't worth it. If they have positions that need to be replaced with new talent then you have to hire that talent. In the end, this was just for show to try to make the stockrenters happy.

And as far as WDW is concerned, it shows a further willingness to serve the stockrenters at the expense of the guest. Perhaps not limiting to changing things/taking things away that add to The Margin.

 

[LuvtheGoof]

Here's the list of $DIS last 5 stockholders meeting locations:

Denver
Chicago
San Francisco
Portland Oregon
Phoenix

None are backwaters. Neither are any in a location where there are they have either corporate offices or a major land footprint, or anywhere in the Eastern US Timezone.

Here's the list of $TUP (Meg C.'s new gig) most recent 5 stockholder meeting locations

Orlando (May 24th this year)
Orlando (last year)
Orlando
Orlando
Orlando

Here's the list of $AAPL's last 5.

Cupertino, CA
Cupertino, CA
Cupertino, CA
Cupertino, CA
Cupertino, CA

I could go through more companies. I suspect the way $DIS handles the meeting is the exception, not the rule. The general belief is $DIS does this to avoid shareholder questions that they don't want to answer, like from shareholders who see it as being part owners of a company who want it to operate it in a sensible long term fashion that stays true to it's founders ideals...

So? It's not the general belief at all, except for jaded people, like yourself, on these forums. I'm willing to bet that a very small group of stockholders for Apple live in Cupertino, so I guess they're trying to hide something bad about them. Y'all will just make up all kinds of conspiracies, won't you.

 

[BrianLo]

It has been suggested that the Star Tours simulators would move over to DCA after SWE opens for a SoCal version of the Iron Man Experience.

That's an echo chamber rumour, I think the source of that one leads back to message board speculation. Iron man experience is not leaving Hong Kong in its current form, nor can it til 2022. The entire attraction would need to be redesigned from the ground up, by which point Iron Man may be taking leave of the MCU.

 

[rael ramone]

So? It's not the general belief at all, except for jaded people, like yourself, on these forums. I'm willing to bet that a very small group of stockholders for Apple live in Cupertino, so I guess they're trying to hide something bad about them. Y'all will just make up all kinds of conspiracies, won't you.

There's nothing jaded about it. Most companies welcome their shareholders to the Corporate Office or a place nearby. And they keep it there. Easier to go to every year. Shareholders can tour the offices or directly see an aspect of the investment in action.

One thing a person can never say about Anaheim is that it lacks convention space. If $DIS is proud of it's businesses it SHOULD be in a place where shareholders can see them in action. "Mr or Ms So-and-so, thank you for your faith in the Walt Disney Company by owning a share of the company Walt & Roy founded. Here's a resort that is going to help the company face headwinds while it adjusts to the new normal". The only reason in the world to not hold it in Anaheim or somewhere nearer the Corporate Office is to have it in Orlando by it's largest single site holding... And it is telling that the "Traveling Shareholder Show" avoids the East Coast....

 

[LuvtheGoof]

There's nothing jaded about it. Most companies welcome their shareholders to the Corporate Office or a place nearby. And they keep it there. Easier to go to every year. Shareholders can tour the offices or directly see an aspect of the investment in action.

One thing a person can never say about Anaheim is that it lacks convention space. If $DIS is proud of it's businesses it SHOULD be in a place where shareholders can see them in action. "Mr or Ms So-and-so, thank you for your faith in the Walt Disney Company by owning a share of the company Walt & Roy founded. Here's a resort that is going to help the company face headwinds while it adjusts to the new normal". The only reason in the world to not hold it in Anaheim or somewhere nearer the Corporate Office is to have it in Orlando by it's largest single site holding... And it is telling that the "Traveling Shareholder Show" avoids the East Coast....

So what do you want them to do? Let everyone tour Imagineering to see all the latest developments? They are obviously very secretive and for good reason. Other companies don't have theme parks to look at. There is no conspiracy other than what the people here make up.

 

[PizzaPlanet]

I've heard some suggest that it was in the Thor: Ragnarok trailer on the Grandmaster's planet (since he and the Collector know each other that would make sense to me)

The Grandmaster's planet? According to DCA its located on the dark side of Hollywood!

 

[GiveMeTheMusic]

Nice catch!
The Grandmaster (thanks for writing the name, I've just been saying Jeff Goldblum) actually shows up in the GOTG credits- not in an actual scene, mind you, he's just there dancing with the other characters.

Why do people think this blurry, building-shaped building in the far background of this shot is supposed to be TOT?

 

[Cesar R M]

2% of orlando tickets, cut of concession sales in orlando and a cut of USJ gross in return for Universal getting first dibs on the movies he makes and he is listed as a consultant to the company. What a deal!

well deserved considering his pedigree.

 

[Cesar R M]

Following your converging lines thought, I'd argue current SB spire convergence is far too low to have the best impact on the current space. Maybe at some point, someone can photoshop Paris castle into HK from the same distance and vantage point. I don't its size will overwhelm HK in the slightest (Paris' is physically a smaller castle than it looks to be). Taller, more soaring castles were conceptualized for this park in the beginning. In the end, SB was chosen for nostalgia/tribute and cost-savings.

Your thoughts on Mystic Manor being taller and grander than the current castle?

doesnt the paris castle look bigger thanks to its elevation and moat?

 

[Cesar R M]

I've heard some suggest that it was in the Thor: Ragnarok trailer on the Grandmaster's planet (since he and the Collector know each other that would make sense to me)

they are brothers.funfact..ego is their brother too.