One company mostly helped by the global pandemic. The other half decimated.Netflix stock was *this* close to surpassing Disney in market cap again.
Chapek better having something ready next week.
All the parks have reopened and attendance is mostly recovering. Live sports and the TV advertising market have largely rebounded. There's no reason Disney should be falling this hard.One company mostly helped by the global pandemic. The other half decimated.
Disney's stock price doesn't move with theme park attendance or linear ad sales any more. It moves with D+ subs. That's it.All the parks have reopened and attendance is mostly recovering. Live sports and the TV advertising market have largely rebounded. There's no reason Disney should be falling this hard.
Broken up how or sold to whom?If stock falls below pre-Disney+ launch levels then I expect calls for a breakup or sale to mount dramatically.
Broken up as in profitable assets like ABC, ESPN and FX get spun off to hedge funds who will single handedly strip them down for parts for no reason.Broken up how or sold to whom?
It's $160 now. You really see it dropping to $110 as being in the realm of possibility?If stock falls below pre-Disney+ launch levels then I expect calls for a breakup or sale to mount dramatically.
That's not a thing.Broken up as in profitable assets like ABC, ESPN and FX get spun off to hedge funds who will single handedly strip them down for parts for no reason.
Time Inc. says Hi.That's not a thing.
As much as people like to mock "synergy," TWDC is much more valuable as a bundle than its component parts.Time Inc. says Hi.
Not going to happen, at least not serious talk anyways. The sum of the parts is not greater than the whole in this case. Disney's value is in its huge catalog of content. You're more likely to see them sell off specific IPs rather than sell off whole divisions like ABC, ESPN, etc.If stock falls below pre-Disney+ launch levels then I expect calls for a breakup or sale to mount dramatically.
That’s down $40 a share from last year…Oh, no...
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Oh, wait. The money dropped on Disney for being a good bet to survive the pandemic has now moved elsewhere and it's back to it's prepandemic high....
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It’s one of the very few companies on earth where that is trueAs much as people like to mock "synergy," TWDC is much more valuable as a bundle than its component parts.
Management change is where this should go…not “breakup”Not going to happen, at least not serious talk anyways. The sum of the parts is not greater than the whole in this case. Disney's value is in its huge catalog of content. You're more likely to see them sell off specific IPs rather than sell off whole divisions like ABC, ESPN, etc.
But that isn't going to happen either.
You mean like when they *constantly do* when they proclaim a stock to be over or under priced for reasons?did Wall Street start caring about caveats this morning or something?
No I mean they don’t care at all about excuses…they just Dump it and try to rebuy it lYou mean like when they *constantly do* when they proclaim a stock to be over or under priced for reasons?
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