3 ms·

>hasn't produced anything meaningful outside of Marvel and Star Wars since forever. AKA only the most profitable franchises of all time…

swores 4y ago
Which is why they're not doing as well as they should be, rather than literally crashing and burning. At their size having two great franchises isn't good enough if everything else is absolute shit (not that I'm saying it is all shit, just that those two alone can't carry the stock market's expectation of more than just those two succeeding).
andsoitis 4y ago
Disney stock is down over the last 5 years. https://finance.yahoo.com/quote/DIS/ https://finance.yahoo.com/quote/DIS/
- groby_b 4y ago
  Sure, you can draw a line from the point five years ago to the point right now, and the line is slightly down, but... that doesn't mean a thing. For one, the graph makes it rather blatantly clear it's not a continuous decline. For two, even if it were consistently down over five years - what bearing has this on the discussion?
- hammock 4y ago
  Yes and the parent comment’s point, as I interpret it, was that not even the brand power of Marvel and Star Wars could save the company from itself as it moved to the Woke Side with its content generally
groby_b 4y ago
It's not enough. Even if each Marvel movie had yields like Dr. Strange - it's not enough to justify a $200B market cap. Disney has a P/E of 74 right now. That'd be on extremely high end for pure tech plays during the tech boom heydays, and it's completely unsustainable for a media company. Reminder, Netflix, which is also considered "in trouble" has a P/E of 20. You cannot sustain on the backs of those two alone. (But also: Given that they're the most profitable franchises of all time, maybe the woke scolding is misplaced. Clearly, people still love the fare. There just isn't enough)

3 ms·

>hasn't produced anything meaningful outside of Marvel and Star Wars since forever. AKA only the most profitable franchises of all time…

by hammock 4y ago

swores 4y ago
Which is why they're not doing as well as they should be, rather than literally crashing and burning. At their size having two great franchises isn't good enough if everything else is absolute shit (not that I'm saying it is all shit, just that those two alone can't carry the stock market's expectation of more than just those two succeeding).
andsoitis 4y ago
Disney stock is down over the last 5 years. https://finance.yahoo.com/quote/DIS/ https://finance.yahoo.com/quote/DIS/
- groby_b 4y ago
  Sure, you can draw a line from the point five years ago to the point right now, and the line is slightly down, but... that doesn't mean a thing. For one, the graph makes it rather blatantly clear it's not a continuous decline. For two, even if it were consistently down over five years - what bearing has this on the discussion?
- hammock 4y ago
  Yes and the parent comment’s point, as I interpret it, was that not even the brand power of Marvel and Star Wars could save the company from itself as it moved to the Woke Side with its content generally
groby_b 4y ago
It's not enough. Even if each Marvel movie had yields like Dr. Strange - it's not enough to justify a $200B market cap. Disney has a P/E of 74 right now. That'd be on extremely high end for pure tech plays during the tech boom heydays, and it's completely unsustainable for a media company. Reminder, Netflix, which is also considered "in trouble" has a P/E of 20. You cannot sustain on the backs of those two alone. (But also: Given that they're the most profitable franchises of all time, maybe the woke scolding is misplaced. Clearly, people still love the fare. There just isn't enough)