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While the deal would make plenty of sense from Wall Street's POV, it really doesn't help the end-consumer at all. Moreso, it would take away from the idea that
by NickC25 3y ago
While the deal would make plenty of sense from Wall Street's POV, it really doesn't help the end-consumer at all.
Moreso, it would take away from the idea that Apple is a computing company, and would transform it into an entertainment company that also makes computers. Just my 2 cents. If I was Cook I wouldn't go for this deal...but I'm not Cook and I have no idea what he's thinking.
Disclaimer: I'm long Apple through LEAP options, and also own shares
- tiernano 3y ago> While the deal would make plenty of sense from Wall Street's POV, it really doesn't help the end-consumer at all. Dont think Apple or Disney give a flying f*k what the end customer think... they care more about Wall Street and the money in the bank...
- NickC25 3y agoOh, they also don't give a damn whatsoever. But they have to pretend that they do to a lot more than Wall Street does. They still have end-user customers, who have the power to buy goods and services, which in turn does have some pull, albeit not much. If Apple buys Disney, and a bunch of people leave or join Apple TV+ due to said acquisition, that will affect Apple's stock, and you can be sure Wall Street cares about that.