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Post by brp on Jun 8, 2023 14:50:05 GMT -5
p.s. Android phones would somehow never work onsite 
Cheers.
The App for Disneyland Paris was awful BTW. No. It works just fine. If you're Parisian...the app knows...
Cheers.
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Post by tomandrobin on Jun 8, 2023 14:50:52 GMT -5
I read a very interesting article earlier in the week, that laid out all the things that Disney has been doing wrong the past 4-5 years. Those decisions are coming back to hurt them hard and its reflected in their stock price. As I have mentioned several times recently, the Movie Division is a train wreck. Disney+ continues to bleed Billions of dollars. Management is in turmoil, with too much turnover and corporate regime changes. Disney debt is bad and is only getting worse.....just wait til the Hulu bill comes due next year. There are only two money making segments......Parks and ESPN. The rumors of Apple buying Disney make some sense. But if it happened, Apple wouldn't keep the Park Division.....the Parks don't fit, but all the content stuff would. Anyway.....This is a lot of soapbox for a Pixar layoff thread. It may be soapbox, but it is interesting soapbox, and it is not inherently partisan.  I want to offer one point of possible contrarian perspective on the debt issue. I was interested to see on my broker's website today that this week on June 5th the S&P rating folks upgraded Disney bonds from BBB+ to A-. (For those not familiar with bond ratings, BBB- and above generally represents a so-called "investment grade" bond; not "junk.") Consistently, Disney bonds are also variously A1 (the so-called "Sleeping Beauties") or A2 at Moody's. Of course, the downside of the S&P upgrade is that some could see it as making the company more attractive for acquisition. I also feel that bond raters must care about general credit-worthiness more than customer satisfaction per se, and not much at all about historical tradition. Ironically, I bought a few hundred Disney shares yesterday. Might buy a few more. Why....Because I think that Disney has to make a Financial move (actually its ongoing, depending on your perspective) to free up more cash flow. Plus, the Apple relationship has me wondering if there more that Apple wants from Disney....like content. |
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Post by tomandrobin on Jun 8, 2023 15:51:32 GMT -5
I figured I would post this article, with the mention of John Lasseter, and the varying Parisian and Partisan points of view. tv.apple.com/us/person/john-lasseter/umc.cpc.5aoozietjwxjdiov9l89pb5ii (this is from last fall) Love him or hate him, the man has talent and is directly/indirectly responsible for many original stories, making for over 18 billion in Movie sales. Another interesting video. (this is from March)
PS - The youtube video is not "woke" friendly, not hateful either, no feelings hurt please....I feel it has some valid points on why Disney movies are failing, versus its competition.
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Post by dlwdwdvc on Jun 8, 2023 19:14:37 GMT -5
.delete
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Post by disney54us on Jun 8, 2023 20:42:14 GMT -5
I figured I would post this article, with the mention of John Lasseter, and the varying Parisian and Partisan points of view. tv.apple.com/us/person/john-lasseter/umc.cpc.5aoozietjwxjdiov9l89pb5ii (this is from last fall) Love him or hate him, the man has talent and is directly/indirectly responsible for many original stories, making for over 18 billion in Movie sales. Another interesting video. (this is from March)
PS - The youtube video is not "woke" friendly, not hateful either, no feelings hurt please....I feel it has some valid points on why Disney movies are failing, versus its competition.
Very interesting points. So I guess we shall see where this goes. |
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Post by tomandrobin on Jun 9, 2023 8:16:18 GMT -5
Very interesting points. So I guess we shall see where this goes. I thought it was interesting that even though the podcast was made in March, they were spot-on in their predictions of several movie releases.
Because it was a podcast, there was a bit of "over the top" rants, but wading thru the dramatics I found some of the stuff interesting.
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