fareastwarriors Posted December 11, 2017 Share Posted December 11, 2017 Disney Is Making a Killing On Star Wars Kathleen Kennedy has taken the studio George Lucas built to a galaxy far, far away. https://www.bloomberg.com/news/features/2017-12-08/force-is-strong-in-disney-lucasfilm-5-years-after-star-wars-deal Link to comment Share on other sites More sharing options...
LC Posted December 12, 2017 Share Posted December 12, 2017 In my mind, Disney is like Berkshire in a weird sense.... Home to all the story/characters that want to be appreciated. Link to comment Share on other sites More sharing options...
mwtorock Posted December 12, 2017 Share Posted December 12, 2017 DIS to Berkshire is like James Harden to Michael Jordan - very different ;) Link to comment Share on other sites More sharing options...
augustabound Posted December 12, 2017 Share Posted December 12, 2017 DIS to Berkshire is like James Harden to Michael Jordan - very different ;) Disney has a badass beard? ;D Link to comment Share on other sites More sharing options...
CassiusKing1 Posted December 12, 2017 Share Posted December 12, 2017 DIS to Berkshire is like James Harden to Michael Jordan - very different ;) Disney has a badass beard? ;D And doesn't play defense? Link to comment Share on other sites More sharing options...
DooDiligence Posted December 12, 2017 Share Posted December 12, 2017 DIS to Berkshire is like James Harden to Michael Jordan - very different ;) Disney has a badass beard? ;D And doesn't play defense? Best defense = Great offense This guy knew that: https://en.wikipedia.org/wiki/Vince_McMahon https://www.forbes.com/sites/kurtbadenhausen/2016/04/03/vince-mcmahon-is-a-billionaire-again-after-wwe-stock-run-up/#47ab38881714 Ultimately his OTT move did OK & WWE is still viable. He didn't have world renowned theme parks. Link to comment Share on other sites More sharing options...
LightWhale Posted December 12, 2017 Share Posted December 12, 2017 A nice piece by Ben Thompson about DIS, FOX and Netflix: https://stratechery.com/2017/disney-and-fox/ Link to comment Share on other sites More sharing options...
thefatbaboon Posted February 27, 2018 Share Posted February 27, 2018 https://www.cmcsa.com/proposal-for-sky Is this a bank shot effort to dislodge something else or does Comcast actually want Sky? If they actually want Sky not sure I understand why. Link to comment Share on other sites More sharing options...
ICUMD Posted February 27, 2018 Share Posted February 27, 2018 I love Disney and have a small position in it. I would like to increase my holdings of it. What I can't get passed is the tremendous debt load it has, particularly after the Fox acquisition. Anyone else share these concerns? Or is it that their business is 'just that good' that a few blockbusters like the Black Panther will fix all that. Link to comment Share on other sites More sharing options...
KCLarkin Posted February 27, 2018 Share Posted February 27, 2018 What I can't get passed is the tremendous debt load it has, particularly after the Fox acquisition. Anyone else share these concerns? Or is it that their business is 'just that good' that a few blockbusters like the Black Panther will fix all that. Moody's says debt will only be 3x EBITDA after the acquisition? Doesn't seem like a problem. Link to comment Share on other sites More sharing options...
DooDiligence Posted March 9, 2018 Share Posted March 9, 2018 We'll take it under advisement. Ha! https://www.cnbc.com/2018/03/09/disney-shareholders-vote-against-ceo-igers-pay-package.html Link to comment Share on other sites More sharing options...
Jurgis Posted March 9, 2018 Share Posted March 9, 2018 I voted against, but then I vote against most pay packages. OTOH, this is one of the situations where probably keeping Iger is worth a lot... maybe even 100M. Although I still would not vote "for". 8) Link to comment Share on other sites More sharing options...
DooDiligence Posted April 28, 2018 Share Posted April 28, 2018 Why does Disney care about this? http://www.orlandosentinel.com/news/politics/political-pulse/os-gambling-special-session-deal-20180425-story.html Link to comment Share on other sites More sharing options...
Spekulatius Posted April 28, 2018 Share Posted April 28, 2018 Why does Disney care about this? http://www.orlandosentinel.com/news/politics/political-pulse/os-gambling-special-session-deal-20180425-story.html Where do you get that Disney cares about this? Link to comment Share on other sites More sharing options...
DooDiligence Posted April 29, 2018 Share Posted April 29, 2018 Why does Disney care about this? http://www.orlandosentinel.com/news/politics/political-pulse/os-gambling-special-session-deal-20180425-story.html Where do you get that Disney cares about this? This part of the article, "Part of that compact has expired, however, and the Tribe can legally stop paying the state. That led lawmakers to look at options to preserve the compact payments while expanding gambling in other areas, but the Tribe pledged to continue the payments earlier this month. Also, a looming constitutional amendment on the November ballot helped push lawmakers to the negotiating table. Walt Disney Co. and the Tribe are supporting a measure that would place all future decisions to expand gambling in the state in the hands of the voters rather than the Legislature." Does Disney have gambling interests? If so, I was unaware. --- edit --- An interesting slant from 2013, https://www.nytimes.com/2013/10/27/us/gambling-debate-entangles-disney-in-florida.html - It kind of seems like Disney wants to help the Tribe be THE powerhouse and limit overall gambling in the state, which I'd be OK with. Link to comment Share on other sites More sharing options...
bizaro86 Posted April 29, 2018 Share Posted April 29, 2018 Disney probably doesn't want competition for tourist dollars. Orlando would be a logical market for a destination casino, and they want the tourist dollars to come to them not a casino. Although part of it must be a reputational/ethical thing, because their cruise ships don't have casinos, which is unprecedented in the industry, and a place where they don't face competition. Link to comment Share on other sites More sharing options...
DooDiligence Posted April 29, 2018 Share Posted April 29, 2018 Disney probably doesn't want competition for tourist dollars. Orlando would be a logical market for a destination casino, and they want the tourist dollars to come to them not a casino. Although part of it must be a reputational/ethical thing, because their cruise ships don't have casinos, which is unprecedented in the industry, and a place where they don't face competition. Ahhh! Now I get it. They're not doing it for any kind of fairy tale morality malarkey. Link to comment Share on other sites More sharing options...
SlowAppreciation Posted May 30, 2018 Share Posted May 30, 2018 Some really good takes on Disney with regards to the Fox deal and future streaming service: https://redef.com/author/56d1e0f14f16158e36008235 Good follow on Twitter too Link to comment Share on other sites More sharing options...
DooDiligence Posted September 16, 2018 Share Posted September 16, 2018 https://www.hollywoodreporter.com/news/how-disney-s-streaming-service-will-work-guest-column-1141660 Link to comment Share on other sites More sharing options...
LC Posted March 8, 2019 Share Posted March 8, 2019 New Drone Footage from Star Wars: Galaxy's Edge https://v.redd.it/tp899bh1nvk21/DASH_720 Link to comment Share on other sites More sharing options...
rogermunibond Posted March 8, 2019 Share Posted March 8, 2019 I like how the poster threw a copyright Disney on the footage, so that when they come after him they can't accuse him of IP theft. ;) Link to comment Share on other sites More sharing options...
Jurgis Posted March 8, 2019 Share Posted March 8, 2019 New Drone Footage from Star Wars: Galaxy's Edge https://v.redd.it/tp899bh1nvk21/DASH_720 I'd go to see that if I could pay 2x and have 1/5x of the crowds... ::) (Based on published articles DIS has not disclosed yet how they gonna control traffic. Most expected solutions are not what I'm asking for.) Link to comment Share on other sites More sharing options...
SHDL Posted March 8, 2019 Share Posted March 8, 2019 how they gonna control traffic By offending a big chunk of their fan base with Ep. 8. ;) Link to comment Share on other sites More sharing options...
Jurgis Posted March 8, 2019 Share Posted March 8, 2019 how they gonna control traffic By offending a big chunk of their fan base with Ep. 8. ;) They've been doing that since Ep. 1. and the crowds are not thinning. ::) ;) Link to comment Share on other sites More sharing options...
rogermunibond Posted March 8, 2019 Share Posted March 8, 2019 They've been doing that since Ep. 1. and the crowds are not thinning. ::) ;) In fact the prequelists are making a strong comeback. So many younger SW fans grew up with the prequels that the overall fandom has lost much of it's hate for the prequels. Link to comment Share on other sites More sharing options...
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now