I’ll just have to acknowledge your opinion and let it stand because I thoroughly disagree. I can’t see how anyone could possibly claim that the combination of Marvel + Pixar + Star Wars + Disney’s kid movies are in any way a stale catalog when they command such a massive % of the dollar and attention market. Disney is the one streaming service that actually started as a media a catalog. No other company had the library to just turn on streaming and become a streaming company overnight. Methinks you put too much importance on fanboy reviews of ObiWan if you think they mean Disney is over. And no, Andor is not a hidden gem. 674 million people watched the finale, and it got 8 Emmy nominations.
Disney stock is down ~56% from its high in March 2021 and its last three consecutive quarters have seen a drop in Disney+ subscribers. Disney is even trading lower right now than before its huge run during the pandemic.
And I’d love to hear the scenario where it gets those gains back in a reasonable amount of time outside of the context of yet another pandemic. Seems like a terrible investment to me.
But like you said, we’ll just have to agree to disagree.
Yep. We will. I don’t read so much into fluctuations in the stock market, especially highly distorted views like “let’s compare a company to its 5 year peak to assess how they’re doing.” What has Meta done in the last 5 months to triple its value? Why is Amazon down 25% from its 5 year peak? Why is Tesla down over 50% from its 5 year peak? I guess these companies are worthless and Meta is taking over the world? No. The stock price measures the perceived opportunity for gain from short term speculative investment, not financial performance, not assets, not the strength of the Disney IP catalog.
I’ll just have to acknowledge your opinion and let it stand because I thoroughly disagree. I can’t see how anyone could possibly claim that the combination of Marvel + Pixar + Star Wars + Disney’s kid movies are in any way a stale catalog when they command such a massive % of the dollar and attention market. Disney is the one streaming service that actually started as a media a catalog. No other company had the library to just turn on streaming and become a streaming company overnight. Methinks you put too much importance on fanboy reviews of ObiWan if you think they mean Disney is over. And no, Andor is not a hidden gem. 674 million people watched the finale, and it got 8 Emmy nominations.
Disney stock is down ~56% from its high in March 2021 and its last three consecutive quarters have seen a drop in Disney+ subscribers. Disney is even trading lower right now than before its huge run during the pandemic.
And I’d love to hear the scenario where it gets those gains back in a reasonable amount of time outside of the context of yet another pandemic. Seems like a terrible investment to me.
But like you said, we’ll just have to agree to disagree.
Yep. We will. I don’t read so much into fluctuations in the stock market, especially highly distorted views like “let’s compare a company to its 5 year peak to assess how they’re doing.” What has Meta done in the last 5 months to triple its value? Why is Amazon down 25% from its 5 year peak? Why is Tesla down over 50% from its 5 year peak? I guess these companies are worthless and Meta is taking over the world? No. The stock price measures the perceived opportunity for gain from short term speculative investment, not financial performance, not assets, not the strength of the Disney IP catalog.
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