Mr. WEO

He has yet to give an anatomy lesson like "the Greek"...

lol "fear mongering"...

Thad Brown made his bones kissing the Bills/PSE's collective heinie...

Look up, something just flew over your head....

I'm enjoying the typical conspiracy posts! As If any fans would notice the difference if a specific LT was not in the game. Or that they would swear off NFL if he wasn't.

He initially was shopping for a new one of these:

That team isn’t going anywhere…

Why though?

I thought his old dodge was “you can’t make money in this small market”…

Don’t make me show you my Stop and Shop receipts!!

Disney’s quarterly net income past 4 Qs is under 6 billion. Did Bob Iger tell you it was 30 billion in the same shareholders meeting where he told you Disney+ will be profitable next year and the might buy Netflix? And Netflix is on a price bubble right now? You might want to trace their price history the past 2 years and rephrase that. But since you’re stuck on this, what combo of cash, stock swap and debt assumption would get a deal like that done? Use the acquisition of 21st Fox to help you. And show your math

The topic is the ability of one company to purchase another. It's not about how man employees or how many assets Disney has, unless they were to be sold to purchase Netflix. Yes the cap is the sum of current price but what offer could Disney make that Netflix holders would accept? Where does Disney, a company the just fired 7000 employees to save cash and is letting go very high profile talent/brands from one of their flagship lines in order to scrape a few more pennies into the till, get the cash to buy out the biggest streamer in the market---at a time when streamer is undergoing a seismic correction due to low (or, in Disney's case less than zero) profitability? Netflix's current profits would barely cover Disney's current streaming losses. Who would vote for this? oh....

It’s decent meat sauce. More spicy than original Nicks. Little salty. nit sure if the other Jeremiah’s are as good

lol, sure. He was famous for such restraint

Nick’s peaked in the 80s when it ran 24 hrs a day, closing only on Christmas. Nick and his staff quite the characters. 2 am and the place is filled with cops, college kids, hookers. The meat sauce was the OG, the Everest, the Olympus of meat sauces. I still have a grease stained “Rochester Sesquicentennial” Nicks cardboard plate (1984)—a real “game used” memento of my college youth! Now the decent copies are Dog Town and Empire Hots. Distillery you never go for the food, just to meet up with people. Jeremiah’s on Monroe has the best wings still. Probably a jarred meat sauce now too

Netflix has a market cap that is 30 billion more than the entirety of Disney. But they might “purchase Netflix”…

Distillery is still doing well. Tahou's died decades ago, It's rotting carcass is still mailing it in with awful plates. I think McGregor's guys simply went broke.

no need to expose yourself again... Strong work--you had over 7 million a year ago, when it was trading at $125. Had you cashed out at it's peak, and went with Apple, might have made about $50k. Way to hang in there. But, hey..maybe Bob Iger, who jumped all in on streaming after paying $71 billion for 21st Century Fox, mainly as an IP dump into Disney+. Now, it has been widely speculated that might put Hulu on the block.

This is easier than you r allowing. Netflix, the market leader, is changing it's model because it will cost too much going for the reasons already mentioned many times. So it would be odd at best to be confident that Disney will make a lot of profit with a model that the market leader is moving away from. "Iger has said Disney had become too fixated on boosting subscriber levels during the nearly two years when Bob Chapek was running the company. Instead, it needs to refocus on profitability, retention and other metrics given the complexities of shifting away from sizable and still-lucrative linear operations." Of course Iger says streaming will be profitable next year--he has to after the stock has tanked. It's not clear how he intends to magically, in one year, turn around a business product that is losing 650 million to 1.1 billion per Q. Hint---it won't be from streaming ESPN content. Gotta love the small investor optimism, but you need to consider another investment. Disney is scrambling while it's competitors eat popcorn.

That's not what Chapek did. In fact, he was criticized for not doing enough, given Disney's massive clout.

I read yours. And, no, Netflix type success isn't happening. I gave you an article to read to help you see what's going on, which as I already pointed out: growth in subscribers isn't moving the needle in profits. You should have noticed this with the 29% drop in your stock price over the past year. Netflix has 232.5, Amazon has 200 million. Disney 157.8./Hulu 48.1. Streaming services hemorrhage money under their current model of cheap subscription and massively expensive content production. Subscription growth powered stock value until recently. The whole sphere is now in turmoil as investors no longer are impressed with growth but with profits---and the streamers are bleeding tons. Iger came back because Disney's streaming business is sapping the profits out of the company and your stock value cratered. In Q1 it lost 659 million (another 1.1 billion in Q1 last year). If Chopak had made Disney+ into a big money maker, no one would care or remember how he handled Covid or HB1557---and they certainly would not have gone begging to Iger. This much is clear: Waal Street is punishing your company for bleeding money on its streaming service. Nobody cares about subscribers anymore because their subscription fees can't possibly cover the cost of providing content. Amazon (#2) and HBO Max (#6) have nearly 300 million subscribers. Disneys problem is that those streams are owned by companies who don't rely on their profits to remain profitable. They are fun side hustles for massive tech companies who aren't otherwise tethered to the entertainment business. If Amazon stream or Max simply fold up shop--both companies would still dwarf Disney. Apple is by far the top valuation company in the world. Amazon is #5. Disney is #68. Subscribers aren't meaningful in this business model--which is in crisis across the board. "Creating custom content" (which they all do) is exactly what has put them in this position--there's way too much expensively produced content and not enough people watching any particular original show. They are all scaling back and canceling projects because the simple math says subscriber dollars can't pay for them. If you must hold blue chips over time, dump your Disney and move up the list.

That Netflix-type success won't happen again in streaming--the whole industry is in crisis. They created tons of expensive content yet they are maxed out on subscribers. Wall street initially heavily rewarded their growth (subscription)...until investors woke up and said no money is being made. This is a solid piece:https://www.vulture.com/2023/06/streaming-industry-netflix-max-disney-hulu-apple-tv-prime-video-peacock-paramount.html "It’s easy to see this now as self-immolation, but at the time, investors rewarded the spending as an investment in the future and a hedge against the trend of cord-cutting. Disney’s share price — which had been trading in the $100 range when the company announced its streaming strategy — flirted with $150 in the weeks after Disney+’s launch. COVID further juiced the value of companies whose primary market is serving shut-ins. Netflix added 36.6 million subscribers in 2020 — its biggest annual gain ever — and Disney+ did even better, finishing its first full year of operations with 86.8 million customers. Iger retired on the last day of 2021. All that was missing was a MISSION: ACCOMPLISHED banner. For the company’s rivals, Netflix’s woes begot a mix of Schadenfreude and relief: Maybe sanity had prevailed. But what at first looked like a Netflix correction was in fact a streaming correction. Investors started punishing Disney, Warner Bros. Discovery, and other Netflix wannabes. “Wall Street woke up and said, ‘Actually, profitability is the only metric,’” says a senior executive at a major streamer. “The idea that you could have the optics of success, where you could add 5 million subscribers and you gained 10 percent in value? It was over.” Iger unretired to retake the CEO job at Disney. " And six years after Iger convinced most of Hollywood to lock up their library titles on their own platforms, Disney and others have said they’re open to licensing some shows again — even to their old nemesis Netflix."

The question is limited to SB losses. They were all bad beats--1 heartbreaker, 3 embarrassments, so...bad.

this just in.....