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Friday, April 19, 2019

The beatings will continue until morale improves

The SJW insanity at Disney isn't likely to stop any time soon. In fact, it will probably accelerate. Wall Street LOVES what Bob Iger is doing at Disney:
Stars like to boast that they never read their reviews, but does Bob Iger? The Disney czar received a litany of raves for his three-hour performance last week aimed at demonstrating his company’s intention to conquer Netflix. The upshot: Disney shares hit record highs and famously skeptical analysts bubbled that Iger’s presentation was “impressive” and “compelling.” Analyst Todd Juenger even lauded Iger’s insistent repetition of the word “aggressive.”

The bottom line is that Wall Street believes Disney has the resources, momentum and, definitely, the aggression to achieve its objectives. Iger is thus “king of the world,” at least within the entertainment ecosystem; he even owns the James Cameron franchises to prove it (Cameron was the original self-anointed king).
What they are doing is working in the short term even as they stuff themselves on their seed corn. If Wall Street loves it, you can be confident that financial strip-mining and short time preferences are in play. This bodes very, very well for Arkhaven's plans, the most important new aspect of which will be announced early next month, and in which you will be able to not only support, but participate directly.

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29 Comments:

Blogger Don't Call Me Len April 19, 2019 5:04 AM  

"I've found the best way to stay warm is to take an aggressive approach: set your own house on fire."

"Compelling! Impressive! Just let us pull out all the wiring and plumbing first."

"Of course. That's what being aggressive is all about!"

Blogger Gregory the Great April 19, 2019 5:14 AM  

I HATE POPCORN, BUT CANNOT THINK OF ANYTHING ELSE AS A COMMENT.

Blogger xavier April 19, 2019 5:17 AM  

Vox

Thanks and congrats on the upcoming projects. I'm sure they'll be succesful and well received by your customers

Blogger Dirk Manly April 19, 2019 5:19 AM  

The end of perverted zombie-Disney can't come soon enough.

Blogger Stacey April 19, 2019 5:36 AM  

I love the title. My husband has a t-shirt with this written on the back. It mortifies some people, which is great! Looking forward to what Arkhaven has in store for us!

Blogger john darson April 19, 2019 5:40 AM  

Meanwhile, there are still conservatives who believe that SJWs arent cultural inquisitors, and are just fringe actors. Or if that is not the case, they will cower before them and apologize, and act weak like an animal in the wilds prior to getting ravaged by a predator.

On the subject of Wall Street, VD, do you have a position as to the validity of securitization itself, as a means of wealth generation?

Blogger The Observer April 19, 2019 5:42 AM  

This bodes very, very well for Arkhaven's plans, the most important new aspect of which will be announced early next month, and in which you will be able to not only support, but participate directly.

Not exactly a movie buff myself, but will be happy to contribute when the time comes.

It's the Dark Lord, after all!

Blogger Daniele Grech Pereira April 19, 2019 5:44 AM  

When are the auditions? I'm ready for my close up, Mr. Vox.

Blogger tublecane April 19, 2019 5:50 AM  

3-hour performance last week that Wall Street apparently loved. Where was this, exactly? Was it a Ted Talk?

Did CEOs always do Steve Jobs theater? Isn't that what they hired salesmen for?

Blogger Brett baker April 19, 2019 6:07 AM  

Wealth or income?

Blogger Felix Bellator April 19, 2019 6:08 AM  

"...in which you will be able to not only support, but participate directly."

I am ready for my close up, Mr. Day!

Blogger Dave Dave April 19, 2019 7:00 AM  

Direct participation is sure to increase engagement for the Dread Ilk. The more engaged we are, the stronger our position in the culture war. There are many people who would take our side in the culture war if only they could be mobilised.

Blogger john darson April 19, 2019 7:07 AM  

@10 if youre referring to my comment, i mean in general. the broad pursuit, by society and finance, of securitization of x y and z, turning different varying forms of underlying items into financial instruments. it seems a rather dangerous game, and altogether, financial securitization in general has the makings of something that can crash an economy.

Blogger Robin April 19, 2019 7:25 AM  

I can see the Wall Street logic: Disney’s content stable contains a lot of perennial favourites in their classic films and hot properties in Marvel and Star Wars. So they can offer real competition to Netflix by making their streaming service the exclusive home of all that. Looks great on the surface.

But like much that Wall Street loves, it’s based on an endless projection of past returns into the future. If Disney continues to produce nothing but social-justice-flavoured turds, then Disney+ customers will only be the diehards who want to watch those classic animations, the original Star Wars, and the first dozen or so Marvel films. The expected massive returns will never materialize, and Disney will have given up licensing revenue to get a niche audience.

I hope they do make all their content exclusive to their streaming service. Then I can avoid it all in one go.

Blogger Warunicorn April 19, 2019 7:42 AM  

Disney's properties suck. lol

Leave it up to a bunch of sycophants whose only god is money to create such an article.

Blogger Lovekraft April 19, 2019 8:04 AM  

Any media source that is immune to the SJW shakedown is going to serve as a powerful example to others wishing to bring out a new message.

We are seeing glimpses of corporations resisting these rackets (Nike vs Avennattti) but much occurs behind the scenes. Soros has deep pockets.

Blogger Mr.MantraMan April 19, 2019 8:32 AM  

"Beatings" I don't think that phrase fits anymore since fewer and fewer people are going to be playing the Liberal-Conservative game, which resembled a hostage situation or a suicide prevention hotline for eating disorder chickies.

Blogger Ransom Smith April 19, 2019 8:37 AM  

I have booze set aside for Disney's collapse.
It seems closer than might appear.
They're going to nostalgia bait hard with Star Wars IX and I'll be shocked if there attempts to live action their old movies actually works in the long term .

Blogger James Dixon April 19, 2019 8:49 AM  

> Where was this, exactly?

I believe it was their first quarter earnings conference call. You can read a transcript at https://www.fool.com/earnings/call-transcripts/2019/02/05/walt-disney-co-dis-q1-2019-earnings-conference-cal.aspx

> I have booze set aside for Disney's collapse.

I'll go buy something special.

Blogger swiftfoxmark2 April 19, 2019 8:57 AM  

If his competition is Netflix, I doubt he's in much danger for now.

But seriously, he basically caused Netflix to cancel all of its MCU shows, many of which were pretty good, much better than half of the MCU movies of late. All because he wants his own streaming service.

Blogger Doktor Jeep April 19, 2019 9:20 AM  

Disney.
Wall Street.
I'm left with the impression that this is what the term "getting high on their own farts" comes from.

Blogger Sterling Pilgrim April 19, 2019 9:41 AM  

It would be so satisfying to watch these power players in clown world move to streaming and then be left completely useless once the USA either: A- regulates the internet to a point where Snow White and Cinderella are deemed racist and therefore banned.
B- the whole internet infrastructure is broken due to socialist regulations or just H1B incompetence.

They really think the future is bright for them, don’t they?

Blogger Nate73 April 19, 2019 11:13 AM  

@22: I mean when have things ever really gone wrong for them? Tucker Carlson was right, the new elite class is a new aristocracy completely insulated from their own mistakes. The only difference is unlike a real aristocracy they don't have any concern for the people under them. Especially (((Iger))).

Blogger Tars Tarkas April 19, 2019 11:26 AM  

What I want to know is does this have anything to do with ZIRP? Is it just a coincidence that all of the insanity unleashed on the world in the last 10 or 11 years or a direct result of the money bubble? Not only that, but we have spent almost the last 20 years in a low interest rate environment. We have large companies that don't make money and products that don't make money.

Blogger Gen. Kong April 19, 2019 11:34 AM  

Doktor Jeep wrote:Disney.

Wall Street.

I'm left with the impression that this is what the term "getting high on their own farts" comes from.


Hey they're thinking ahead of all the carbon credits they can get for those farts when the Occasional Cortex's 'green' plan is implemented. The farts can be rolled into derivatives for Boomertard retirement plans. Murikan bizniss ingenuity at its finest.

Blogger Cataline Sergius April 19, 2019 11:37 AM  

Netflix is a paper tiger.

It's about as fundamentally sound as Blockbuster was in 2002.

No, actually, I think it's worse shape.

It doesn't take a lot of looking to detect the not so subtle signs of financial legerdemain going on behind the scenes at Netflix.

Obama's 60 million dollar production deal reeks of being backdoor payola for services rendered.

That's just one big example. There are a bunch of other ones.

Blogger Cataline Sergius April 19, 2019 11:47 AM  

Everybody is focusing on Disney Plus and ignoring something else.

With the Fox merger now in stone, Disney controls sixty percent of Hulu with NBC Universal, now as a junior partner.

Look for NBC/U to get aggressively pushed out of Hulu within five years.

Hulu is important for Disney because Disney Plus looks likes it's going to be exclusively used for the Disney/Pixar/Marvel/Star Wars brands.

Hulu is going to be used for the Fox library and lesser works. It's clearly going to be relegated to the status of B-team.

But B-teams still make money for the team owners.

Blogger Coyotewise April 19, 2019 12:42 PM  

"If Wall Street loves it, you can be confident that financial strip-mining and short time preferences are in play."

It is exactly this kind of logos nugget that hooked me on this blog over a decade ago. Thank you for continuing to post with so much on your plate. Looking forward to support the projects.

Blogger Cataline Sergius April 19, 2019 1:57 PM  

This comment was clearly becoming a blog post in it's own right so I turned it into one.

Disney Plus is a paper tiger.

At $7.00 per month it’s priced very aggressively.

So much so, it’s obviously a loss leader. If you are thinking about subscribing, go with the annual payment option because this one won’t last a year.

In theory the bench looks pretty deep.

But in practice it’s a bunch of Peyton Mannings, who are in their Denver Broncos years...

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