DIS Shareholders and Stock Info ONLY

[Mai Ku Tiki]

Of course they are. I was responding to your comment that DIS got money from this company. They didn't.

At least we can assume Mr Loeb understands exactly what his (possibly initial) $1 BILLION investment in TWDC bought for him & Third Point.

 

[clarker99]

At least we can assume Mr Loeb understands exactly what his (possibly initial) $1 BILLION investment in TWDC bought for him & Third Point.

He wants the stock to grow and then sell it. He likely doesnt care about DIS beyond that.

 

[wabbott]

He wants the stock to grow and then sell it. He likely doesnt care about DIS beyond that.

Anyone ever hear what his buy price was?

 

[clarker99]

Anyone ever hear what his buy price was?

Cant find the price. He did sell all of his DIS stock during Q1 '22. He bought that stock in March/April 2020.

Then re-purchased in Q2 '22? So he has basically bought near the bottom of the market twice since 2020.

 

[Mai Ku Tiki]

He wants the stock to grow and then sell it. He likely doesnt care about DIS beyond that.

No way to predict exactly what Loeb's game is here. He does seem to buy his way into trying to comandeer companies he targets. The fact that he chose "Bob" & Disney is fascinating.


New York magazine noted that Loeb's "preferred strategy" is to buy into troubled companies, replace inefficient management, and return the companies to profitability, which "is the key to his success.


https://en.wikipedia.org/wiki/Daniel_S._Loeb

 

[wabbott]

Found it. 118.35, according to this.

https://whalewisdom.com/filer/third-point-llc#tabholdings_tab_link

Here's a link that shows all the big holders of DIS

https://13f.info/cusip/254687106/2022/2

 

[clarker99]

Found it. 118.35, according to this.

https://whalewisdom.com/filer/third-point-llc#tabholdings_tab_link

Here's a link that shows all the big holders of DIS

https://13f.info/cusip/254687106/2022/2

Not as low as I expected.

 

[_19disnA]

Hedge funds buy/sell various stocks all the time to try to make a profit, that is what hedge funds do. Sometimes they get it right and make a profit, other times not. As an individual investor, I wouldn't be overly concerned about those actions. The Disney company is more then just parks and what mix of other businesses they have could change over time for any number of reasons.

Berkshire Hathaway/Buffett owns 6% of Apple and I don't see them trying to tell Apple how to run their business.

https://www.investors.com/etfs-and-...in-the-towel-on-four-lousy-stocks/?src=A00220

 

[wabbott]

Here's Third Point's history of DIS ownership. Looks like he bought/sold right most every time.

https://13f.info/manager/0001040273/cusip/254687106

 

[hhisc16]

Found it. 118.35, according to this.

https://whalewisdom.com/filer/third-point-llc#tabholdings_tab_link

Here's a link that shows all the big holders of DIS

https://13f.info/cusip/254687106/2022/2

Wow those are alot of big names on that list...

 

[clarker99]

Here's Third Point's history of DIS ownership. Looks like he bought/sold right most every time.

https://13f.info/manager/0001040273/cusip/254687106

Based on that filing from June 30, 2022 they bought 1m shares at $94.40?

 

[wabbott]

Based on that filing from June 30, 2022 they bought 1m shares at $94.40?

I think that's the value of the holdings on that particular date. DIS' closing price on 6/30 was 94.40

 

[wabbott]

https://www.thestreet.com/investing...o-bring-the-magic-back?puc=yahoo&cm_ven=YAHOO

Six Flags CEO Under Fire as Theme Parks Struggle
Six Flags CEO Selim Bassoul contends with controversial comments, disappointed analysts and anonymous calls that he step down.

• Rob Lenihan
• 8/17/22

 

[RivShore]

Not as low as I expected.

Nor I...

 

[RivShore]

Whatever happens, DIS will do what is best for the balance sheet. If writing it off looks better they will do it. I am sure Chapek wont have an issue throwing shade on Iger's deal.

I hadn't thought of the Bob vs. Bob aspect of this - that could be 10's of Billions worth of shade Bob 2.0 can throw!

 

[RivShore]

I agree with you about the Fox purchase. It is content that people want to see, and it an asset that has value. And no matter what you buy, it can be said you paid too much or too little - after the fact.

Very true. And you have to place a good amount of value on keeping properties you co-market in one way or another (Avatar, Marvel, SW, etc.) out of a competitors hands.

 

[wabbott]

Brought back from my misty memory a guy who used to be on the old Financial News Network by the name of Ed Hart. A news veteran, he once made a statement that has stuck with me ever since.

The discussion was about what an asset was "worth." He chimed in to say, "Let's not use the term 'worth.' A better way to say it is 'presently valued at.'"

Here's an old clip from the big October, 1987 crash that featured him and a young Bill Griffith.

 

[wabbott]

https://variety.com/2022/digital/news/streaming-tops-cable-tv-viewing-nielsen-1235344466/

Aug 18, 2022 5:00am PT
U.S. Streaming Tops Cable TV Viewing for First Time, Nielsen Says

Americans now watch more stuff on TV from streaming services than either broadcast or cable TV.

Streaming platforms, led by Netflix, in July 2022 for the first time surpassed cable networks to claim the largest share of U.S. TV viewing for the month, according to new data from Nielsen. It was only a matter of time before the milestone was reached, as streaming usage has continued to climb while traditional TV declines amid the steady drip-drip-drip of cord-cutting losses.

For the month of July, streaming among American TV households represented a record 34.8% share of total consumption, while cable and broadcast came in at 34.4% and 21.6%, respectively. Streaming usage has surpassed that of broadcast before, but this is the first time it has also exceeded cable viewing.

Netflix again held the largest share of overall TV viewing among streaming platforms with 8.0% — a record high for the service. That was driven by nearly 18 billion viewing minutes of “Stranger Things 4” alone for July along with almost 11 billion minutes of combined viewing of “Virgin River” and “The Umbrella Academy.” In addition, Netflix original movies “The Sea Beast” and “The Gray Man,” starring Ryan Gosling, Ana de Armas and Chris Evans, contributed over 5 billion minutes, per Nielsen.

Hulu’s record 3.6% share for July 2022 was helped by the second season of “Only Murders in the Building” and “The Bear,” which combined for about 3 billion minutes viewed. Amazon’s Prime Video’s 3.0% share was driven by new series “The Terminal List” and new episodes of “The Boys,” which garnered over 8 billion combined viewing minutes.

Overall, streaming usage in July increased 3.2% compared with June and gained 1.1 share points. Time spent streaming in July averaged nearly 191 billion minutes per week, and each of the five measurement weeks in July 2022 now account for five of the six highest-volume streaming weeks on record, according to Nielsen.

Cable viewing in July declined 2% and dropped -0.7 share points compared with June, and year-over-year, cable usage was down -8.9% and -3.3 share points. Sports viewing posted the biggest decline for the cable TV category, dropping -15.4% from June and -34% from a year ago when the rescheduled 2020 Tokyo Summer Olympics began.

Meanwhile, broadcast TV viewing — which historically sees a lull in new content until the fall season begins in September — was down -3.7% in July versus June and represented a loss of -0.8 share points. On a monthly basis, broadcast sports viewing declined -41% in July compared with June, and the year-over-year comparison showed a decline of -43%. The NHL and NBA playoffs in June 2022 and July 2021 contributed considerably to the similarities in monthly and yearly decreases in broadcast sports viewing, in addition to the start of the Summer Olympics in July 2021.

Note that Nielsen’s comparisons here include only programming viewed on TVs and internet-connected TVs — it doesn’t account for mobile or web streaming. Nielsen’s The Gauge report combines two separately weighted panels. Streaming data is derived from a subset of the firm’s Streaming Meter-enabled U.S. TV households within the Nielsen National TV panel, and the linear TV sources and total usage are based on viewing from Nielsen’s overall TV panel.

 

[RivShore]

Brought back from my misty memory a guy who used to be on the old Financial News Network by the name of Ed Hart. A news veteran, he once made a statement that has stuck with me ever since.

The discussion was about what an asset was "worth." He chimed in to say, "Let's not use the term 'worth.' A better way to say it is 'presently valued at.'"

Here's an old clip from the big October, 1987 crash that featured him and a young Bill Griffith.

Wow, that's a blast from the past. Imagine when a 500 point drop was the end of the world...now its just barely worth noting.

 

[RivShore]

https://variety.com/2022/digital/news/streaming-tops-cable-tv-viewing-nielsen-1235344466/

Aug 18, 2022 5:00am PT
U.S. Streaming Tops Cable TV Viewing for First Time, Nielsen Says

Americans now watch more stuff on TV from streaming services than either broadcast or cable TV.

Streaming platforms, led by Netflix, in July 2022 for the first time surpassed cable networks to claim the largest share of U.S. TV viewing for the month, according to new data from Nielsen. It was only a matter of time before the milestone was reached, as streaming usage has continued to climb while traditional TV declines amid the steady drip-drip-drip of cord-cutting losses.

For the month of July, streaming among American TV households represented a record 34.8% share of total consumption, while cable and broadcast came in at 34.4% and 21.6%, respectively. Streaming usage has surpassed that of broadcast before, but this is the first time it has also exceeded cable viewing.

Netflix again held the largest share of overall TV viewing among streaming platforms with 8.0% — a record high for the service. That was driven by nearly 18 billion viewing minutes of “Stranger Things 4” alone for July along with almost 11 billion minutes of combined viewing of “Virgin River” and “The Umbrella Academy.” In addition, Netflix original movies “The Sea Beast” and “The Gray Man,” starring Ryan Gosling, Ana de Armas and Chris Evans, contributed over 5 billion minutes, per Nielsen.

Hulu’s record 3.6% share for July 2022 was helped by the second season of “Only Murders in the Building” and “The Bear,” which combined for about 3 billion minutes viewed. Amazon’s Prime Video’s 3.0% share was driven by new series “The Terminal List” and new episodes of “The Boys,” which garnered over 8 billion combined viewing minutes.

Overall, streaming usage in July increased 3.2% compared with June and gained 1.1 share points. Time spent streaming in July averaged nearly 191 billion minutes per week, and each of the five measurement weeks in July 2022 now account for five of the six highest-volume streaming weeks on record, according to Nielsen.

Cable viewing in July declined 2% and dropped -0.7 share points compared with June, and year-over-year, cable usage was down -8.9% and -3.3 share points. Sports viewing posted the biggest decline for the cable TV category, dropping -15.4% from June and -34% from a year ago when the rescheduled 2020 Tokyo Summer Olympics began.

Meanwhile, broadcast TV viewing — which historically sees a lull in new content until the fall season begins in September — was down -3.7% in July versus June and represented a loss of -0.8 share points. On a monthly basis, broadcast sports viewing declined -41% in July compared with June, and the year-over-year comparison showed a decline of -43%. The NHL and NBA playoffs in June 2022 and July 2021 contributed considerably to the similarities in monthly and yearly decreases in broadcast sports viewing, in addition to the start of the Summer Olympics in July 2021.

Note that Nielsen’s comparisons here include only programming viewed on TVs and internet-connected TVs — it doesn’t account for mobile or web streaming. Nielsen’s The Gauge report combines two separately weighted panels. Streaming data is derived from a subset of the firm’s Streaming Meter-enabled U.S. TV households within the Nielsen National TV panel, and the linear TV sources and total usage are based on viewing from Nielsen’s overall TV panel.

View attachment 695142

Interesting stuff.

So Disney is solidly in 3rd place, combing Hulu and D+. Not bad considering the head-start YouTube and Netflix had.