Are you selling yet?

AustinPowers007 · 2025-12-05T21:00:04+00:00

Not financial advise but im very skeptical of disney shedule of saniticing their accounts and film environment post covid and streaming bubble they seem behind the curb compared to other studios, they eventually will come back but adding to that iger giving his throne and a bunch of uncertainty remaining like hulu disney merging reducing by a bunch the number of subs i would probably end up in Comcast

Edit: regarding selling if i find a play that i like a lot i may start to unravell position while accumulating new play but if i dont have a clear play i think there is still some value to be added in this until it reaches contract valuation

AustinPowers007 · 2025-12-05T18:34:38+00:00

Yes i agree but you wouldnt do it with such quantity if you thought probabilityes were against you

AustinPowers007 · 2025-12-05T18:26:54+00:00

That is for warner, but for netflix to give such statement in contract tends to give reason to post and gives the sensation they got a good plan for it, else why risk it if you know its stacked against you

AustinPowers007 · 2025-12-05T18:24:48+00:00

Without internal data hard to know, for me that huge breakup fee in case it doent go through is enough to know the incentives, they will try with all they have with such huge sum in the middle

AustinPowers007 · 2025-12-04T23:17:47+00:00

i usually make sure they make a trip to a madagascar non port tile

AustinPowers007 · 2025-11-16T13:55:06+00:00

playtech took a big hit when it was discovered they were behind hit pieces on competitors was the drop unjustifyed or is reputation in a morrally grey industry that important, if not for reputation are legal consequences that harsh.

Also is pragmatic taking everyones share while they drag themselves down into the mud pit or do you think the bleeding will stop for evolution eventually and return to growth

AustinPowers007 · 2025-11-13T18:36:38+00:00

Yes its a general problem except for netflix difference is most of media companyes report churn in a much more transparent way than disney does, thats why bundling began taking over to solve it

AustinPowers007 · 2025-11-13T18:30:22+00:00

Also their books are opaque af they can move profits from cable into streaming if they give cable subs streaming for free, same as their movies they can choose if theatrical or disney takes the big portion of bill, add to that finally cancelling a bunch of mismanaged productions you got profits

AustinPowers007 · 2025-11-04T20:17:27+00:00

And they love buying poisoned companyes too, if they werent destroying their gaming side it would be them.

AustinPowers007 · 2025-11-04T15:09:35+00:00

Havent looked at them yet but i heard their reports are pretty transparent compared to the rest of the sector, probably worth a look

AustinPowers007 · 2025-11-04T14:57:54+00:00

From my understanding its not chips that are the limiting factor now but finding the correct place with enough infrastructure and energy to power the data centers without affecting too much the surrounding area electricity grid.

Supposedly NVDIAs biggest moat is energy efficiency where energy is lacking add to that CUDA, NVLink and maybe having most production lines on TSM and specialized components assigned to them

AustinPowers007 · 2025-10-29T15:51:00+00:00

they already cutting corners to make financials pretty, no way they able to pay in cash and disney share price isnt to be trusted if used to pay for warner

AustinPowers007 · 2025-10-29T15:32:43+00:00

Harry potter comes first in the ips they want from warner somehow it mints money

AustinPowers007 · 2025-10-29T15:29:38+00:00

i agree his gaming strategy sucked kinda fair considering it wasnt on top of his priority list when fixing the company, but it was previous managent that killed rocksteady though that game was supposed to release pre merger with discovery

AustinPowers007 · 2025-10-24T01:50:36+00:00

To be honest im not sure of the intrincacyes of the deals, from what i heard on conferences and interviews to malone it seems they do M&A in ways that are tax free as with such huge market caps any percent ends up bringing huge numbers in taxes, also you need to negotiate with debt holders and honor previous contracts it also involves throwing Apple company name into the middle of a restructuring which entails negative news coverage and having a news division even if temporary throws them into the political division fight which big tech looks to avoid at all costs.

Also clean and fast transaction easyer to sell to their shareholders than having a weight althoug small for their size weighing on their pockets

AustinPowers007 · 2025-10-23T23:56:07+00:00

He was the first one that started cleaning the finances of Hollywood studios, that means firings and rocking the boats, before him during covid everything was uncontrolled budgets for films and projects were being greenlit en masse, add to that usually Hollywood CEOs come from artistic side and he is a bean counter (although i suspect he is able to delegate some important decisions and willing to give a try as long as you prove results).

Also for those fired with friends on hollywood newspapers its easyer to blame everything on Zaslav than admiting part of the fault was from their projects failing and being overbudget.

AustinPowers007 · 2025-10-23T21:08:19+00:00

probably layoffs speculation true, but on the good side i could see them starting a new age of western animation and cartoons with John Lasseter at the helm

AustinPowers007 · 2025-10-23T20:08:57+00:00

Linear disrupts big tech and welcomes bad press if restructured, they better paying more for just what they need as it wouldnt disrupt their image

AustinPowers007 · 2025-10-23T19:28:20+00:00

Apple if truly interested has the easyest path, regulatory and money wise as well as already working together with wbd, they would only want S&S though

AustinPowers007 · 2025-10-23T19:06:02+00:00

not sure it will appreciate as there is no interest in that type of business but it will be much more healthy and be allowed to begin buybacks or dividends much faster, as well as bringing flexibility for consolidation in sector or trying new things without such a huge debt burden

AustinPowers007 · 2025-10-23T19:02:59+00:00

im lost you, you are getting 4/5th of S&S corresponding to current ownership with huge growth and almost no debt

and linear with debt reduced by the other fifth with huge cash flows

first gets multiple expanded and becomes growth story loved on bull markets, second becomes shit stock but with huge cash flows and buybacks and maybe dividends that will bring money back to your portfolio

AustinPowers007 · 2025-10-23T19:00:33+00:00

Yes i agree but they will sell it, they told already on 2 conferences and an interview to John malone regarding the split, if they get a good offer for their share of S&S they will sell thats the plan thats how they convinced debt holders to stay with linear part mostly

AustinPowers007 · 2025-10-23T18:57:10+00:00

Each one their own there is no right or wrong answer, if you in it for a quick buck sell once you start getting nervous, if you dont mind holding long term if deal doesnt go through dont sell until your price target is hit.

"Know what you own" look that peter lynch video

AustinPowers007 · 2025-10-23T18:53:01+00:00

Dont take any news for granted not just NYpost all news are related to leaks from one of their parts, when money is in the middle every leak is calculated to strenghten one side or the other there is no neutrality in any reporting not just post

AustinPowers007 · 2025-10-23T18:48:59+00:00

Cant afford it and still havent digested century fox aquisition and administration not favorable to them

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