PG: My sympathies on the strike. May you get a fair and equitable contract as quickly as possible. Let me know if there's anything I can do to help from out here in Beautiful Naperville, Illinois.
Joe On Mon, Aug 15, 2022 at 2:02 PM PGage <[email protected]> wrote: > I’m not saying I know better than Daniel Loeb and his hedge fund, Third > Point LLC, who announced he has just acquired a big chunk of Disney stock. > But I’m not convinced now is the time to sell ESPN, just as live sports is > about the only thing keeping television going. In fact a lot of analysts > have been saying that the new post Netflix Boom reality is less emphasis on > fast streaming subscriber growth, more on sustainable profit centers. > > Perhaps he is motivated more by the potential bonanza for ESPN if it were > able to go all in on sports betting. I suppose with that in mind ESPN is > worth a hell of a lot more to a non Disney buyer than to Disney, and Disney > stockholders would make out like bandits (that may be redundant). Or, > perhaps Loeb is thinking that another entity he also invests heavily in > would buy ESPN, and make their own bundle with sports betting. > > Folding Hulu into D+ is inevitable, but the call here is to do it sooner, > meaning paying Comcast $9Billion now rather than in two years, when Disney > will be obligated to anyway. The idea here is to goose D+ subscriber > numbers even more than the impressive report Disney just gave, which would > put the stock value on overdrive. > > All of this just more and more reminders that corporate decisions are less > about how to improve the quality of their service or product line, and more > about making an even more obscenely large profit for investors and > corporate officers. This is what we are seeing at Warner-Discovery, and at > Disney. Of course this has always been true, but is becoming more so. > > Sorry - I’m out on Strike at Kaiser, likely for weeks or months, and in an > ugly mood toward corporate greed and mendacity… > > > https://www.latimes.com/entertainment-arts/business/story/2022-08-15/should-disney-spin-off-espn-and-fold-hulu-into-disney-one-investor-thinks-so > > -- > Sent from Gmail Mobile > > -- > You received this message because you are subscribed to the Google Groups > "TVorNotTV" group. > To unsubscribe from this group and stop receiving emails from it, send an > email to [email protected]. > To view this discussion on the web visit > https://groups.google.com/d/msgid/tvornottv/CAKGtkYLaaFGrKxSouv628xxp%2Br4zRFj1EOUWKrhVoOpg8QyMQw%40mail.gmail.com > <https://groups.google.com/d/msgid/tvornottv/CAKGtkYLaaFGrKxSouv628xxp%2Br4zRFj1EOUWKrhVoOpg8QyMQw%40mail.gmail.com?utm_medium=email&utm_source=footer> > . > -- You received this message because you are subscribed to the Google Groups "TVorNotTV" group. To unsubscribe from this group and stop receiving emails from it, send an email to [email protected]. To view this discussion on the web visit https://groups.google.com/d/msgid/tvornottv/CABru7%2BfQj6Px8OiMiwwq4GkTU1bp3KLVmQdWCMscE5Z5idxXNA%40mail.gmail.com.
