doctornick
Well-Known Member
The Street's view usually doesn't get much past the most recent news cycle.
WWOHP was inexpensive and a huge success.
Transformers was inexpensive and a success.
They expect Diagon Alley to be inexpensive and a huge success.
Right now, The Street would love Universal to build more but that will sour the first time Uni stumbles. (And Uni will stumble; all companies do.)
Conversely, for Iger, "What Wall Street thinks" has become as limiting a factor as "What would Walt do?" was for the pre-Eisner generation.
Comcast and TWDC are huge conglomerates. They need to focus on smart business strategies; not on what Wall Street (or Walt) thinks.
OK, that's fair. I guess my curiosity was if Comcast was getting any concern from Wall St regarding their high spending on the parks, but you make a good point that they aren't going to complain if an investment is recouping quickly.
Being efficient with the money spent certainly helps.