DIS Shareholders and Stock Info ONLY

[wabbott]

I did not expect to find a Disney connection in this Apple article but it brings up the importance of succession planning and how it certainly seems Bob 1.0 did not do a good job of it especially given all the time he had to get it right.

https://nypost.com/2022/05/21/how-apple-got-its-mojo-back-after-the-death-of-steve-jobs/

What’s more, the Apple Watch was meant to answer the question on everybody’s minds after Jobs’ death: Could Apple exist without its Walt Disney?
Before his death, Jobs himself worried about the Disney comparison. He knew that after the Hollywood mogul died in 1966 from lung cancer, the Disney empire floundered as it tried to forge its own identity. Employees asked “What would Walt do?” rather than taking their own creative leaps. “Jobs wanted Apple to defy the fate of Disney,” Mickle writes.

Interesting story. I'm not an AAPL stockholder, so I've not closely followed the inner workings. Walt tried to train his son-in-law (Ron Miller) to take over, but that didn't work out real well. Of course Roy Oliver, did a good job, but he just didn't have the creative chops of his brother. I've always been disappointed none of the Miller children (Christopher, Walter Elias, etc) didn't take an interest in the company. Their winery is a hit, though.

 

[DL1WDW2]

Great article …follow the money …do all the “Executives” just trade positions on the Boards of these huge Corporations? And are influential in creating more investments to get richer.

I love the final sentence in this article:
”They had once made products that changed the world …but today ,
Apple legacy is more about making a f**kton of money .
Sounds like Disney reference ?

 

[RivShore]

Interesting story. I'm not an AAPL stockholder, so I've not closely followed the inner workings. Walt tried to train his son-in-law (Ron Miller) to take over, but that didn't work out real well. Of course Roy Oliver, did a good job, but he just didn't have the creative chops of his brother. I've always been disappointed none of the Miller children (Christopher, Walter Elias, etc) didn't take an interest in the company. Their winery is a hit, though.

I don't own Apple either but was actually thinking of investing in it and some other blue chip tech stocks during this downturn.

 

[RivShore]

Great article …follow the money …do all the “Executives” just trade positions on the Boards of these huge Corporations? And are influential in creating more investments to get richer.

I love the final sentence in this article:
”They had once made products that changed the world …but today ,
Apple legacy is more about making a f**kton of money .
Sounds like Disney reference ?

Very funny! I suppose it's the path most giant companies go thru, eventually it's all about the cash and keeping Wall St happy.

 

[New Mouse]

Very funny! I suppose it's the path most giant companies go thru, eventually it's all about the cash and keeping Wall St happy.

There's very little pride in being at the top. Ask the bean counters and CEOs what they are most proud of and very few will share anything meaningful. Imagineers used to put blood sweat and tears into their creations which were often considered like their own children. Now? There is no pride in the upper ranks.

 

[RivShore]

There's very little pride in being at the top. Ask the bean counters and CEOs what they are most proud of and very few will share anything meaningful. Imagineers used to put blood sweat and tears into their creations which were often considered like their own children. Now? There is no pride in the upper ranks.

That may be true but I think the reception and reviews of the new Guardians ride shows that quality can still be created by the imagineers and shepherded along by upper management, no?

 

[TheDailyMoo]

I did not expect to find a Disney connection in this Apple article but it brings up the importance of succession planning and how it certainly seems Bob 1.0 did not do a good job of it especially given all the time he had to get it right.

https://nypost.com/2022/05/21/how-apple-got-its-mojo-back-after-the-death-of-steve-jobs/

What’s more, the Apple Watch was meant to answer the question on everybody’s minds after Jobs’ death: Could Apple exist without its Walt Disney?
Before his death, Jobs himself worried about the Disney comparison. He knew that after the Hollywood mogul died in 1966 from lung cancer, the Disney empire floundered as it tried to forge its own identity. Employees asked “What would Walt do?” rather than taking their own creative leaps. “Jobs wanted Apple to defy the fate of Disney,” Mickle writes.

Steve Jobs was about a thousand times more talented and competent than the whole of the current Disney board and executives.

 

[Disney Bobby]

Steve Jobs was about a thousand times more talented and competent than the whole of the current Disney board and executives.

Yep. I know this sounds corny, but that's because Apple's success was part of his soul and he was able to make people "feel" that, not just buy into it as an investment. Walt was the same type of guy. He opened people's minds to the possibilities, not just their wallet. And it wasn't some pandering agenda for attention or stock prices or social media clicks. It was authentic and real, and people honestly felt it on a human level.

I can't name one Disney exec or board member that even sniffs that kind of influence on the company today. Just a cash cow for the milking.

 

[OKW Lover]

I've always been disappointed none of the Miller children (Christopher, Walter Elias, etc) didn't take an interest in the company. Their winery is a hit, though.

I suspect that the bad blood between the Miller family after his outage from TDC kept them children from taking an interest in the company. They were also in a financial position where they didn't have to work.

Certainly agree about their wine. We've been members of their wine club for over 5 years now.

There's very little pride in being at the top. Ask the bean counters and CEOs what they are most proud of and very few will share anything meaningful. Imagineers used to put blood sweat and tears into their creations which were often considered like their own children. Now? There is no pride in the upper ranks.

Not sure that Imagineers are considered upper ranks of TDC, which is much more than just theme parks.

 

[Methos]

I suspect that the bad blood between the Miller family after his outage from TDC kept them children from taking an interest in the company. They were also in a financial position where they didn't have to work.

The feud between the Walt and Roy families are semi documented pretty well. It was an unfortunate situation that Walt and Roy themselves created. While they reconciled before Walt's death, their families never did.

After Ron was essentially fired, the Walt side didn't have anything to do with the Disney Company. Instead they created the Walt Disney Museum - which was an attempt to tell the truth about Walt's life and legacy and not let the lies permeate into facts.

The only Roy influence that was had was his son - which is well known.

 

[wabbott]

I suspect that the bad blood between the Miller family after his outage from TDC kept them children from taking an interest in the company. They were also in a financial position where they didn't have to work.

Certainly agree about their wine. We've been members of their wine club for over 5 years now.

Not sure that Imagineers are considered upper ranks of TDC, which is much more than just theme parks.

Speaking of Silverado Winery, here's all I could find on their financials. $10 million in annual revenue doesn't seem like very much. Maybe it's more a hobby than a business.

https://www.buzzfile.com/business/The-Silverado-Vineyards-707-257-1770

 

[OKW Lover]

Speaking of Silverado Winery, here's all I could find on their financials. $10 million in annual revenue doesn't seem like very much. Maybe it's more a hobby than a business.

I wonder how recent that information is.

 

[wabbott]

Speaking of Silverado Winery, here's all I could find on their financials. $10 million in annual revenue doesn't seem like very much. Maybe it's more a hobby than a business.

https://www.buzzfile.com/business/The-Silverado-Vineyards-707-257-1770

Here's Dun & Bradstreet

https://www.dnb.com/business-direct...neyards.47a3409a9af58980e59a459e49ed6418.html

They list WED Miller as a VP. Do you know WED's single movie credit? Remember the scene in Son of Flubber where they're bouncing a baby on the floor made from Fluberoleum? That baby was Walter Elias Disney Miller.

 

[wabbott]

Another day, another opinion.

https://www.fool.com/investing/2022...hoo-host&utm_medium=feed&utm_campaign=article

Disney's $887 Million Red Flag

By Daniel Foelber - Jun 8, 2022 at 9:30AM

Key Points

Disney stock is within striking distance of a 52-week low.

Instead of tightening the tap on content spending, Disney is releasing droves of new content.

But the gamble could pay off, as Disney expects to curb spending and make Disney+ profitable by its fiscal 2024.

 

[RivShore]

Another day, another opinion.

https://www.fool.com/investing/2022...hoo-host&utm_medium=feed&utm_campaign=article

Disney's $887 Million Red Flag

By Daniel Foelber - Jun 8, 2022 at 9:30AM

Key Points

Disney stock is within striking distance of a 52-week low.

Instead of tightening the tap on content spending, Disney is releasing droves of new content.

But the gamble could pay off, as Disney expects to curb spending and make Disney+ profitable by its fiscal 2024.

Love the clickbait headline that makes it sound like there's a billion dollar problem, yet the conclusion is this:

So while it's easy to look at Disney's high DTC losses and sell the stock, the better approach is to think big-picture about Disney's strategy, where it is headed, and how it is positioning itself in the years to come. From that perspective, Disney's DTC losses make sense, and the company is making the right moves to make it an even more vertically integrated and profitable media company.

On a related note - I had no idea how far Netflix had fallen on a PE basis, it's trading at a 17.8 forward PE. That is in pretty normal territory all of a sudden. I might consider it a buy but I'm already too heavy in media with Dis, Sony, WBD.

 

[wabbott]

Love the clickbait headline that makes it sound like there's a billion dollar problem, yet the conclusion is this:

So while it's easy to look at Disney's high DTC losses and sell the stock, the better approach is to think big-picture about Disney's strategy, where it is headed, and how it is positioning itself in the years to come. From that perspective, Disney's DTC losses make sense, and the company is making the right moves to make it an even more vertically integrated and profitable media company.

On a related note - I had no idea how far Netflix had fallen on a PE basis, it's trading at a 17.8 forward PE. That is in pretty normal territory all of a sudden. I might consider it a buy but I'm already too heavy in media with Dis, Sony, WBD.

Back when I used to work for wages as a salesman/estimator for a fabrication/construction company, I had a saying: "If it's easy to do, there ain't no money in it." Streaming and content creation is getting more and more competitive - everybody's a movie maker and can stream content online. You better have a superior product if you want to stand out and capture an audience. DIS does still have that brand power and superior content creation ability. I hope they don't fritter it away.

 

[New Mouse]

Back when I used to work for wages as a salesman/estimator for a fabrication/construction company, I had a saying: "If it's easy to do, there ain't no money in it." Streaming and content creation is getting more and more competitive - everybody's a movie maker and can stream content online. You better have a superior product if you want to stand out and capture an audience. DIS does still have that brand power and superior content creation ability. I hope they don't fritter it away.

They need to diversify drastically to tap all of that potential though. Netflix wasn't a hit until they had numerous can't miss exclusives. Disney is on the path but the very beginning of it and imo their focus is too narrow.

 

[wabbott]

They need to diversify drastically to tap all of that potential though. Netflix wasn't a hit until they had numerous can't miss exclusives. Disney is on the path but the very beginning of it and imo their focus is too narrow.

Eisner did that when he came to Disney from Paramount. "Singles and Doubles" he called it. More movies with modest budgets, instead of trying for blockbusters. Hire down and out actors for cheap, keeping the cost risks low.

How Singles & Doubles Saved Disney

 

[RivShore]

Eisner did that when he came to Disney from Paramount. "Singles and Doubles" he called it. More movies with modest budgets, instead of trying for blockbusters. Hire down and out actors for cheap, keeping the cost risks low.

How Singles & Doubles Saved Disney

It's all about the timing and situation - Disney needed low cost moderate hits to dig out of a deep funk at that time. Just as Iger had the timing and talent (now not just from, Disney but from Pixar, Marvel, and Lucus too) right for going with the tent pole strategy. In both cases it worked perfectly - Eisner set the studio on a path to success and Iger brought them to unbelievable box office market share.

 

[RivShore]

They need to diversify drastically to tap all of that potential though. Netflix wasn't a hit until they had numerous can't miss exclusives. Disney is on the path but the very beginning of it and imo their focus is too narrow.

Hulu certainly has some content diversity so once they take full ownership of it and flesh out their strategy for D+/Hulu, they solve for that problem. Also, I believe that many Fox titles are slowing being brought back in house from other streamers which should also push up the overall content available. I think all this rapidly moves them closer to Netflix in breadth of content more so than any other streamer.