I’m not sure that’s the take away. That’s not where my “camp” is...it’s too black and white in a “grey” area.
I think we all need to accept what TWDC is an judge our rumors in that context. They don’t want to build stuff...they don’t want to convince you that you need them. They are in a position of power and will act that way.
In that frame, the fickle nature of a Wall Street business is gonna cut the head off a lot of these snakes at bad times. And as Disney is notorious for...a lot of this is exploratory and the really UPPER management is ok to let things play out with no intention of following through...to keep the designers and managers occupied while they scheme on more financial or expansion minded matters.
Anything that was announced this week meant nothing to the board and executives. Which is why it is comparatively “soft”.
Why? Their stock is great and they have spent probably 2 years solely focused on Fox and the streaming platform. The rest is “running itself” right now.
Maybe things will change where the parks light goes on again for the next time? It’s looking that way. GOOD for us.
I believe Marty that he has connections that are confident. I do.
I also believe those mid level connections are being played by the only offices that matter: to the left of Sneezy, Sleepy, and Bashful.
And that’s not taking into account all the other chatter/noise that House of Hens churns out from the mid levels