Quote (SBD @ Aug 4 2020 09:34am)
Will also be looking at this. In this hype, future value world vs current value I think it will come down to the following: Will the increase in monthly Disney + subscribers generate enough growth optimism to offset current park closures and losses from park operations.
its funny to watch in real time, millions of earnings cause a steady decay of price while parks were closed and remain throttled. then they announce Hamilton will be added to Disney+ and u see a spike.
i honestly dont know what Disney's model looks like moving forward, and will be interested to see how and if they divest from parks moving forward. maybe raise ticket prices but make it far more exclusive, 5x the cost but no lines and no germs. then cut overhead because u need half the shop keepers and stuff.