I truly think Disney hopes to get some sloppy seconds from Uni’s success when the new park opens and it be the perfect kind for them. Someone buying a 1-2 day ticket paying the highest prices out there and spending money frivolously because of the short quick stay…
Got it - you are a self proclaimed expert who is above reproach because you "dumped so much into the operation"; whatever that means. And your so called "honesty" is simply your opinion. Which you are certainly entitled to but that does not make it fact. Just as my opinion is not fact, it is simply how I see it. I don't know if you have any more skin in the game other than a frequent visitor but rest assured that there are others that more than likely have deeper insight and knowledge into the operation of the company than you do. As hard as it might be to believe. There are things that Disney needs to improve on but there are also quite a few things that they do very well.…I’m the least sensitive person here…
But that was stupid.
Here’s the way I see it: I’ve dumped so much into the operation over the years - I’ll kindly reserve the right to be honest about it.
What that also gives me a free pass out of is being lectured by people who defend the name and the “idea” of Disney and seldom actually consume it.
If you need to motivate yourself to pay for or pack a suitcase to go on vacation - so be it. I leave those types alone and they can ask “how magical is port?” To their hearts content over on the dust anonymous threads…but stay in your lane.
I don’t hate it…it needs to be better. Because over time you become “far-sighted” about Disney parks due to how they’re being run. They’re not being run very well.
And aud lang sign language…and all that
Then you’ve lost a lot of cash…and you’ll lose a lot more in opportunity cost alone…because their stock is not well positioned moving forward.
JL has nothing to do with my point. I really don’t care about JL. One man doesn’t make a company, (perhaps Iger would disagree with that) in any event, JL is gone anyway.
Uni’s price is irrelevant imo. Disney is hoping people who flock there willtake a day or 2 & head to Disney
If that is true, it would be a complete 180 from what it used to be between Disney and Universal.
Not exactly. One of my funds has 4% exposure of (DIS) but the mutual fund is 28% up YTD
. Whoever is buying individual stocks like Disney is surely walking a tightrope without a net.
That’s great…but as has been well documented…nobody who bought Disney and still holds it from 2014 has made a penny beyond a measly dividendNot exactly. One of my funds has 4% exposure of (DIS) but the mutual fund is 28% up YTD
They will somehow look to capitalize on Uni opening up
Been dead money for a decade now and the opportunity cost depending on where that money could have been allocated is endless…That’s great…but as has been well documented…nobody who bought Disney and still holds it from 2014 has made a penny beyond a measly dividend
Not great, Bobby
Disney as of March 2023 was $51 Billion in debt. Could be trying to dwindle that down...
Talking about the stock price from an investors pov…
Customer satisfaction is the red herring of die hard Disney fans
Because Bob majorly screwed up on the useless Fox buy
And they reinstated the dividend......
When Disney eliminated the dividend in 2020 to conserve cash was a good move why they are reinstating to be paid out early 2024 is a head shaker.
I don’t think you actually believe that customer satisfaction doesn’t matter. If Disney is, in fact, “starting g to see a defection of audience,” you don’t think they’d care to ask why?
Nothing…not a single thing…they’ve done over the last 15 years has been due to “customer satisfaction”
Because Iger doesn’t want to be fired and a lot of the power on Wall Street has defected to that camp in the last year+
