I don't know about that ... Disney owns all of their early ip from the golden age of animation, their groomer parks in Florida and California, Pixar, Lucasfilm, Marvel, ABC, ESPN, Hulu, Fox (not news ... But all of their IP like The Simpsons) ... And that's just the entities that came to mind almost immediately.
In clown world today, Disney currently has a market capitalization of $168B. I couldn't see them not getting around $100B for most of the crap I listed if they were to sell it off today ... there's still a LOT of demand for their garbage right now.
If people continue to wake up, then I could see all of their IP plummeting in value. I don't know how much longer people are going to want to pay for streaming services that offer little to no new programming. Video isn't like audio subscription services where one can play music in the background doing other things ... People get sick of watching the same crap over and over again.
Even Star Wars geeks are fleeing Disney+ since they're not offering anything new and their existing crap, especially the stuff made in the past decade, is mostly unwatchable. However, Disney has a long way to fall still ... Unfortunately.
I stand by my $12B net worth for Disney. For starters, the only thing that is really valuable are the theme parks, but they are all starting to fail as attendance is down while attendance is up at Universal theme parks. In addition, ESPN is losing in the ratings as the only reason to watch the channel is for live sports while there isn't any reason to watch ABC.
A major reason why Disney is in trouble is because of the dispute with Comcast over Hulu. Disney wants to merge Hulu with Disney Plus. To do so, they must buyout the portion owned by Comcast in 2024, but they don't have the money. The only argument they have is for Comcast to take a lower payment due to the existence of Peacock. Then again, all streaming is pretty much a money loser. The only companies that can afford to run a streamer are Apple and Amazon.
Disney isn't worth much, maybe $12B at most.
I don't know about that ... Disney owns all of their early ip from the golden age of animation, their groomer parks in Florida and California, Pixar, Lucasfilm, Marvel, ABC, ESPN, Hulu, Fox (not news ... But all of their IP like The Simpsons) ... And that's just the entities that came to mind almost immediately.
In clown world today, Disney currently has a market capitalization of $168B. I couldn't see them not getting around $100B for most of the crap I listed if they were to sell it off today ... there's still a LOT of demand for their garbage right now.
If people continue to wake up, then I could see all of their IP plummeting in value. I don't know how much longer people are going to want to pay for streaming services that offer little to no new programming. Video isn't like audio subscription services where one can play music in the background doing other things ... People get sick of watching the same crap over and over again.
Even Star Wars geeks are fleeing Disney+ since they're not offering anything new and their existing crap, especially the stuff made in the past decade, is mostly unwatchable. However, Disney has a long way to fall still ... Unfortunately.
I stand by my $12B net worth for Disney. For starters, the only thing that is really valuable are the theme parks, but they are all starting to fail as attendance is down while attendance is up at Universal theme parks. In addition, ESPN is losing in the ratings as the only reason to watch the channel is for live sports while there isn't any reason to watch ABC.
A major reason why Disney is in trouble is because of the dispute with Comcast over Hulu. Disney wants to merge Hulu with Disney Plus. To do so, they must buyout the portion owned by Comcast in 2024, but they don't have the money. The only argument they have is for Comcast to take a lower payment due to the existence of Peacock. Then again, all streaming is pretty much a money loser. The only companies that can afford to run a streamer are Apple and Amazon.