re: Anybody else think Disney Stock hits low 70's on Wed??

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What part of go woke, go broke didn’t you understand?

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We only like to focus on the companies that go broke, but what about Apple? Microsoft? Amazon? Alphabet? Meta?

Those are 5 of the 6 largest stocks in the USA and they’re all woke.

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Between the parks/Florida real estate, v

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All of the groomers on the stock message boards are pushing for, and thinking that DIS will bail on FL and go to one of the Carolinas. Disney could not afford to pay $500million, of $1.3 billion to build the Lake Nona HQ. It is cheaper to blame the poor management decisions on Desantis.

That one woman that has a tranny kid and a pansexual kid said she will make sure to shove some alphabet content in every project. She needs to be fired years ago, in a kiln.

Snow Brown and the Seven Little Antifas will be the next big loser for stockholders.

The announcement later this year aboot not bringing back the dividend will further tank it.

Worse than the woke part and purely from a financial perspective, Iger bet big on Disney+ and Chapick continued on that path. But, instead of charging a premium for their brand/content, they made the subscription price so low (to compete with the others) that all they did was chase subscribers.

Now, they have 150M global subscribers on Disney+, while losing $500M-$1B per Quarter on Disney+, while simultaneously gutting their linear business by reducing the number of channels that they had globally. They accelerated the demise of their cash cow to focus content and energy on an exclusive basis into Disney+.

When interviewed by CNBC, Iger said he had to turn it around but didn’t say how.

I’m in the media industry way on the backend technical services side, and none of my colleagues have ever seen anything like this.

My best guess is that Disney will be acquired, and Apple is the most likely buyer.

I just don't see the existing Disney conglomerate existing much past the end of 2026 (Iger's contract). He's structuring/posturing the company to:

1. Sell off ESPN/ABC, etc., get out of the sports and broadcast TV business,

2. Package the balance of the company as an attractive (and legal) merger option for likely partner Apple,

3. Failing #2, solidify the parks as a discrete corporate entity (even if a privately held one), and sell off the Disney mega-IPs (Animation, Marvel, Lucasfilm)

Problem is - how much is the IP currently worth? Lucasfilm is likely not worth what Disney paid for it (because of Disney), so it would have to be dirt cheap to even be viable. Obviously, Marvel and Disney/Pixar have a lot of legit residual value, but that would be diluted if Disney Parks have the rights in perpetuity.

Who would be the buyers if a mega-merger with Apple isn't in the works?

Some of this would have happened anyway with the changing media market/post COVID environment, etc. However, Disney's actions in alienating huge swaths of their customer based have hurt the shareholders who apparently don't care. Or don't care enough to make substantive, long-term changes unrelated to this current Iger monetization plan.

The thing with Disney is they own so many brands such as: pixar,marvel,star wars ,muppets and disney themselves but they seem to focus one brand too long. They should have maybe tried rotating them. Maybe a Marvel movie one summer followed by Muppets movie for christmas then in then spring a pixar movie etc... Recently they seem to make a series of star wars movies/tv shows all within a few years timeframe. Same with Marvel brand. Where have the muppets gone??? They need to do something because right now nothing is working.

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A major issue is the dred of what they are going to mess up next.



People are just sick of it.

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Agree. They have turned classic studio's into former shell's of themselves. No doubt crap content seems to be their thing.

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My best guess is that Disney will be acquired, and Apple is the most likely buyer.

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While I enjoyed reading your well written post, I’d have to say that Apple is one of the least likely acquirers of Disney. For years, people floated the idea that Apple was going to buy AT&T (or part of it), then Netflix, then Tesla and then another one that escapes my memory. But the largest acquisition that Apple has ever made was the Beats deal for, I believe, somewhere around $3 billion. Disney’s market cap is approximately $160 billion… and even a modest buyout premium would put the takeout close to $200 billion.

Could Apple afford the deal? Sure, they could write a check tomorrow and still have $25+ billion in the bank. But is it in their DNA to do large deals? Doesn’t seem so. Not impossible, but just not very likely IMO.

The thing for Apple is that they’re in the media and entertainment space as a very small player at this point. Apple’s DNA is to be a major player in any market that they enter. Netflix, Amazon, all the legacy Hollywood studios, and even Google (YouTube) are eating their lunch.

If Apple wants to be one of the top entertainment brands, they can only do that quickly via acquisition.

Apple and Disney have a history together back to the Pixar acquisition times.

I’m not saying that this will happen, but I wouldn’t be shocked in the least if it does.

Is it time to buy Disney?