Author Topic: DIS - Disney  (Read 40864 times)

Schwab711

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Re: DIS - Disney
« Reply #20 on: October 06, 2016, 10:03:20 AM »
I think you could argue almost everything Disney owns/is tied to, maybe other than Disney/Pixar, could be in a bubble. Star Wars, super heroes, the NFL, ect. I can't see growth from here and there's no way to break up the company at this point. Disney Parks are the best asset they own.


SlowAppreciation

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Re: DIS - Disney
« Reply #21 on: October 06, 2016, 10:21:58 AM »
I think you could argue almost everything Disney owns/is tied to, maybe other than Disney/Pixar, could be in a bubble. Star Wars, super heroes, the NFL, ect. I can't see growth from here and there's no way to break up the company at this point. Disney Parks are the best asset they own.

Might be a bubble, but I also think the movies and characters in the Disney profile are a pretty sure bet for the very long-term. I don't see a scenario where 30 years from now, Toy Story or Mickey Mouse or the Lion King are any less popular.

So maybe you overpay now since today's prices are a little bubbly, but you probably do okay in the very very long term because of their brand staying power.

RichardGibbons

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Re: DIS - Disney
« Reply #22 on: October 06, 2016, 04:38:48 PM »
Curious if anyone has seen data on this - one would assume growth in sports is secular in general. If not, what factors could cause people to lose interest in sports over time?

http://www.wsj.com/articles/ratings-fumble-for-nfl-surprises-networks-advertisers-1475764108

I watched an NFL game the other day, and it was painful how much advertising I was forced to watch, to the extent that I won't watch another game until possibly playoffs.

I'm only one anecdotal data point--and are therefore meaningless--but I wonder whether Netflix and streaming are reducing people's tolerance for advertising, particularly kids who grow up almost never seeing a TV ad?  If that's the case, even if the NFL product is as good as it ever was, fewer people might watch because the advertising is now intolerable to them.

Spekulatius

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Re: DIS - Disney
« Reply #23 on: October 06, 2016, 04:51:19 PM »
Curious if anyone has seen data on this - one would assume growth in sports is secular in general. If not, what factors could cause people to lose interest in sports over time?

http://www.wsj.com/articles/ratings-fumble-for-nfl-surprises-networks-advertisers-1475764108

I watched an NFL game the other day, and it was painful how much advertising I was forced to watch, to the extent that I won't watch another game until possibly playoffs.

I'm only one anecdotal data point--and are therefore meaningless--but I wonder whether Netflix and streaming are reducing people's tolerance for advertising, particularly kids who grow up almost never seeing a TV ad?  If that's the case, even if the NFL product is as good as it ever was, fewer people might watch because the advertising is now intolerable to them.

I don't watch NFL, but I just record sports events on my DVR and watch them with a ~30min time lag and fast forward over the advertisement blocks. I agree that these ads are unbearable, if you get attuned to streaming services.
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fareastwarriors

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Re: DIS - Disney
« Reply #24 on: October 06, 2016, 05:14:21 PM »
I'M WEIRD. I enjoy watching ads.... I know it's crazy. I like to see what companies are spending marketing $ on.

I do find it annoying when the ads repeat within the same commercial segment!

SlowAppreciation

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Re: DIS - Disney
« Reply #25 on: October 07, 2016, 07:08:06 AM »
Curious if anyone has seen data on this - one would assume growth in sports is secular in general. If not, what factors could cause people to lose interest in sports over time?

http://www.wsj.com/articles/ratings-fumble-for-nfl-surprises-networks-advertisers-1475764108

I watched an NFL game the other day, and it was painful how much advertising I was forced to watch, to the extent that I won't watch another game until possibly playoffs.

I'm only one anecdotal data point--and are therefore meaningless--but I wonder whether Netflix and streaming are reducing people's tolerance for advertising, particularly kids who grow up almost never seeing a TV ad?  If that's the case, even if the NFL product is as good as it ever was, fewer people might watch because the advertising is now intolerable to them.

I feel similarly. Didn't the WSJ do a study a few years ago across the major sports where they compared "game time" to "action time" and football had something like 2minutes of action for a 4+hour game?

When I do want to watch a game now, I'll started streaming the games from forums as they don't air the commercials. Much better that way. One can only see so many commercials for Bud and F150s...

Jurgis

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Re: DIS - Disney
« Reply #26 on: October 07, 2016, 10:59:10 AM »
Somewhat OT, since I don't watch sports and don't watch live TV with commercials.

Like Spekulatius said, watching anything with commercials is just painful.

One anecdotal data point is my mother who's not technical at all. She now has cable package with full-auto-DVR functionality for all programs that allows watching past programs, fast forwarding, etc. She's FFing the ads like there's no tomorrow. I was surprised how easy, convenient and simple this is. This is in Lithuania. Don't know if this is available/widespread in US.

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lincolnc

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Re: DIS - Disney
« Reply #27 on: November 14, 2016, 09:12:40 PM »

villainx

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Re: DIS - Disney
« Reply #28 on: March 08, 2017, 09:12:43 AM »
Thinking about ESPN and DIS, I wonder if it will get to the point of Buffett's quote:

"When a management with a reputation for brilliance tackles a business with a reputation for bad economics, it is the reputation of the business that remains intact."

Sounds like ESPN is becoming more of a serious issue, and not sure extent of how solvable it is, even assuming Iger is among the greatest CEO ever.

rogermunibond

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Re: DIS - Disney
« Reply #29 on: March 08, 2017, 09:30:46 AM »
We'll need to see how Youtube, DirectTV, Sling and any other skinny bundles perform now that ESPN has penetrated those packages.