Sirwalterraleigh
Premium Member
So just so I am tracking…I was a young buck then…
But I seemed to remember the dot.com consensus…like the real estate bubble…was there was never any “there” there.
Brokers were allowed to make money unregulated based on what they made up that day.
Gee…what could go wrong?
Here’s the list of “demands”
Not much translation needed…
(Figment for effect)
With how Marvel does things TV wise, even if we do get more She-Hulk it'll probably be in like 4 years lmao. But hopefully that means they'd have to get a completely different creative team for it.I'd be surprised if they weren't. What I can see happening is them renewing them with major budget constraints. They need to feed the D+ beast. I could see she hulk getting the same treatment.
LOL, "Ensuring customers get real value." Yeah, I'm sure an activist investment firm is definitely concerned with this.
They’ve gotten so lazy they don’t even bother trying to be clever in the pretenses anymore…LOL, "Ensuring customers get real value." Yeah, I'm sure an activist investment firm is definitely concerned with this.
These are large profit centers. They kept Disney buoyed up during the lockdowns.Sell ABC, ESPN,
It's planned to happen. Just gotta let the contract with Comcast play out for one more year.merge Hulu and D+(?),
The semi-hostile takeover has nothing to do with parks. It's about either jacking up the stock or paying out dividends. You can be darned sure that Peltz will be on the side of squeezing more 'yield' from each park-goer.rollback some park changes made post Covid,
This is exactly why Disney is under attack from Peltz -- for large up-front spending that creates a lot of debt and short term losses on financial sheets. The several billion dollars needed for a 5th gate will increase debt for the next 5 years, during which there will be no dividends. Peltz would never be for that.invest in park expansion or a 5th gate which would be restocking the money printing machine. Stock will rise that day.
So just so I am tracking…
-The Chapek ouster wasn’t reactive to fudging D+ numbers or guest discontent, but rather because the board realized they needed a wartime consigliere
-The streaming bubble has popped/is popping, dragging Disney down with it
-Parks and Resorts have been strong, but now heading into a post-stimulus world where a recession is likely, which tends to stifle luxuries like vacations, cruises, and travel
-To the previous point, a bevy of discounts and cost cutting has been implemented, suggesting a softening of current/future bookings
-Appreciating TWDC has gotten a little over its skis on streaming, an activist investor with some major wins has been circling for the last 7 months.
I now get your gloom and doom.
What's the Universal equivalent of "pixie duster"? Just curious...Meanwhile Uni is sitting back with their feet propped up with popcorn and laughing
I accept your nomination to Chair of the Board of Directors and CEO.I say turn over the parks and resorts to the WDWMAGIC premium memberslol
And yet…that’s exactly what the analysts are pushing todayThese are large profit centers. They kept Disney buoyed up during the lockdowns.
So, tell me, *why* selling them is a good idea.
And yet…the analysts are calling for a “resolution”…right nowIt's planned to happen. Just gotta let the contract with Comcast play out for one more year.
It’s about dismantling the company as it stands…there is a very thin veil hereThe semi-hostile takeover has nothing to do with parks. It's about either jacking up the stock or paying out dividends. You can be darned sure that Peltz will be on the side of squeezing more 'yield' from each park-goer.
AgreedThis is exactly why Disney is under attack from Peltz -- for large up-front spending that creates a lot of debt and short term losses on financial sheets. The several billion dollars needed for a 5th gate will increase debt for the next 5 years, during which there will be no dividends. Peltz would never be for that.
Reasonable annual passes and express pass with a room that cost the equivalent of Dixie landings?What's the Universal equivalent of "pixie duster"? Just curious...
-The Chapek ouster wasn’t reactive to fudging D+ numbers or guest discontent, but rather because the board realized they needed a wartime consigliere
Toretto Family MemberWhat's the Universal equivalent of "pixie duster"? Just curious...
Has anyone seen this promoted tweet by Trian? They are doing a full court press to get on the board. Presentation is very interesting:
You don't believe there are people who will do almost anything to get their Disney fix? People on Disney message boards have talked openly for years about what they do to pay for Disney, including going into long-term debt.But it blames the parks solely for the fall of Chapek, which isn't true.
Yes, there are troubles with the parks, but one doesn't have to inflate those troubles into things that they're not in order to express displeasure at them.
One can legitimately complain about price increases without passing along false intimations that large swaths of people are going into long-term debt or bankruptcy over it (they're not).
When people are angry about stuff -- an anger that is justified -- they still have a tendency to way overstate their case when there is no need to. That hyperbole actually undercuts their stance since now the discussion is about those outrageous claims.
Sort of.So just so I am tracking…
-The Chapek ouster wasn’t reactive to fudging D+ numbers or guest discontent, but rather because the board realized they needed a wartime consigliere
The stock valuation has popped. But Netflix is still profitable and Disney+ is on track to profitability. There will be some winners, but, there will definitely be losers in the Streaming Wars.-The streaming bubble has popped/is popping, dragging Disney down with it
The post-stimulus world began over a year ago. And luxury spending has rebounded already to near pre-pandemic levels. The recession everyone has been predicting for years still hasn't arrived. Unemployment is very low. That only real economic headwind now is inflation and it's started to trend downward.-Parks and Resorts have been strong, but now heading into a post-stimulus world where a recession is likely, which tends to stifle luxuries like vacations, cruises, and travel
There's always a softening of bookings after Christmas. This year there hasn't even been the usual round of park lay-offs going into the off-peak season.-To the previous point, a bevy of discounts and cost cutting has been implemented, suggesting a softening of current/future bookings
The one thing that stands out and doesn't fit is the "ensure customers get good value" lineHere’s the list of “demands”
Not much translation needed…
(Figment for effect)
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