Disney stock...

Slpy3270

Well-Known Member
🤔🤔🤔
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Slpy3270

Well-Known Member
One company mostly helped by the global pandemic. The other half decimated.
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.
 

CaptainAmerica

Well-Known Member
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.
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.

 

Disney Irish

Premium Member
If stock falls below pre-Disney+ launch levels then I expect calls for a breakup or sale to mount dramatically.
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.
 

MisterPenguin

President of Animal Kingdom
Premium Member
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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Sirwalterraleigh

Premium Member
As much as people like to mock "synergy," TWDC is much more valuable as a bundle than its component parts.
It’s one of the very few companies on earth where that is true
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.
Management change is where this should go…not “breakup”

none of us want breakup…but management is a problem as long as they don’t act
 

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