2021.12.01 09:11 hdeibler85 270 vs 7mm
2021.12.01 09:11 lss_bvt_and_05 LssTest-TextPost-88299
2021.12.01 09:11 Stephen-wells I’m not scared to die
2021.12.01 09:11 Haunting-Choice-183 is this .
|submitted by Haunting-Choice-183 to billsimmons [link] [comments]|
2021.12.01 09:11 MillennialBets DIS bear case: Disney has upside potential, but I don't trust the current management to execute
Date: 2021-11-30 23:00:27, Author: u/Capta1n1, (Karma: 750, Created:Mar-2020)
SubReddit: stocks, DD Click Here
AAPL 165.3 |NFLX 641.9 |T 22.83 |DIS 144.9 |DTC 16.7 |
I know I will probably get downvoted heavily for this, but I want to provide a contrarian view here and would love to discuss further in the comments with anyone who agrees or disagrees (I’m very open to changing my mind).
I believe that the best industries to invest in for the long run are media and tech due to the low cost of replicating their product for any number of consumers once a given piece of media or code is produced. For that reason, I have closely watched Disney for some time.
Disney stock is down 18.45% YTD. I have been buying some of the dip on this stock recently, but as I have been doing more of my own DD on DIS, I've become increasingly hesitant to expand my position. I'm going to keep a small position because I believe so strongly in the Disney ecosystem of universes and stories that largely define our culture: Star Wars, Marvel, Pixar, Disney classics like Beauty and the Beast, etc., but overall I remain relatively bearish on this company.
I believe that the management of Disney is weak, and has a track record of questionable acquisitions and weak implementation. Bob Chapek, the CEO, is a robot at best. He sounds dead inside. He has no flair or personality. he should be running a Lowe's or Target, not a media empire where cultural relevance and nimble action are key to creating viral hits. In interviews and earnings calls, he is generally vague and even sounds somewhat uninformed. He rarely has any data at hand and instead vaguely talks about potential opportunities. If he isn't data-driven and isn't inspiring, it's hard to see him as a strong leader. Listen to the latest earnings call; he failed to adequately answer pretty much any of the analysts' questions. Every question he is asked, Bob replies with some meaningless statements like wanting the consumer to decide or vaguely referring to the metaverse, or wanting to expand into sports betting. This is a problem.
The direction that the management is taking the company seems unfocused. Disney should double down on Disney+ direct-to-consumer streaming and dollar-for-dollar blow Netflix's content production investments out of the water. Right now, Netflix is projected to spend $13.6B on new content in 2021, and Disney is projected to spend $33B, but much of Disney's content spend is going towards cable/sports/Hulu rather than doubling down and competing with Netflix via Disney+. Disney needs to focus on becoming the future children's stories, family adventures, myths, the metaverse, etc. of the emerging global culture and getting every household on a monthly subscription. They haven't had any new high-quality content since the Mandalorian (and potentially 1 or 2 of the marvel shows). This is why they only added 2 million new subscribers last quarter whereas Netflix added 4.4 million.
Instead, Disney is messing around with ESPN+ and Hulu and considering dabbling in gambling. Hulu is trash and should be sold immediately. the content isn't cohesive with Disney's brand, so it can't be bundled directly into Disney+, so they should sell it and use that revenue to create more family-friendly video content, family games, video games, and books to build out their ecosystem.
In the past 18 months, Netflix has put out many major hits including Squid Game, The Queen's Gambit, Ozark season 3, etc. Simply put, Netflix is outcompeting Disney right now. Every subscriber that Netflix adds is taking market share from competitors. Disney is struggling with product cannibalization as it tries to switch to a DTC model and is failing to produce top-notch content.
The latest Star Wars trilogy was botched from the top down. It was not the actors' or screenwriters' fault. It was management failing to communicate between directors to create a cohesive story (you can read more about this independently). I know much of this occurred before Bob Chapek, but I think this shows that the broader management team across Disney is weak. Miscommunication on this scale is appalling. A truly passionate management would have paid careful attention to make the relaunch of Star Wars a lot less bumpy.
ESPN+ should be spun off and sold immediately. It's great, but sports has never been what Disney is about, and another company could probably get more focused on making it a more profitable business model. I know betting is becoming more accepted, and I have nothing against it, but it definitely hurts Disney's brand to be moving towards getting involved with sports betting. This overall just does not align with Disney's vision. Disney is about the mouse, not the casino.
Disney is so hesitant to move away from the old economy of cable and theaters, and this prevents them from dropping the freshest content directly on Disney+, which lowers the value of the subscription for consumers. I'm worried that this business is a bit of a dinosaur competing against nimble tech giants like Amazon, Apple, and Netflix all getting involved in streaming. This Halloween, kids were dressed up as characters from Netflix shows a lot more so than from Disney brands. Overall, I am worried that Disney's management choices over the past few years reflect that of AT&T's over the past decade. Poor acquisitions, poor implementation of strategies, and terrible returns for investors. The only thing propping up Disney right now is how timeless their legacy brand is, which gives them a moat that AT&Tnever had. This moat buys Disney time to get its act together, but that time may be running out.
If you don't own any Disney, I would say it's a decent company to open a small position in, but for those of you heavily invested already, I think this is something to consider before you double down too heavily on these dips. As far as valuation, Disney's P/E looks high right now at 130, but once the parks and theaters get back to running full cylinders, I estimate their P/E will quickly come down below 50 if current trends hold. I know that P/E is a limited metric, but by whatever metric you look at, after the most recent dip, there is a strong argument that this is a relatively fair price point to buy in at. That said, I'm not convinced this is a particularly strong opportunity, and I like alternatives that are producing media like NFLX and AAPL better.
Disclosure: I own shares of both Disney and Netflix. I am weighted more heavily towards Netflix, and I am just a guy on the internet so don't take my advice.
submitted by MillennialBets to MillennialBets [link] [comments]
2021.12.01 09:11 StirPhry SIGRET Build & Guide. Should You Pull?
|submitted by StirPhry to EpicSeven [link] [comments]|
2021.12.01 09:11 Argor_san El pibe que tiene un sueño
|submitted by Argor_san to iLuTV [link] [comments]|
2021.12.01 09:11 Phillyblunt90000 Tell the devs what you want to see in portal
“Pretend I accidentally tripped over a box, (what’s in the box!) and spilled water on the computer that hosted all Portal Featured Experiences. Blew them away… gone! Now we need to add new ones, what would you want to see featured (knowing they support full progression/mastery).
submitted by Phillyblunt90000 to BattlefieldPortal [link] [comments]
2021.12.01 09:11 cacareaza2 22 M LF friends to chat and videocall sometimes
Hi there, 22M from Romania and I want to speak more English and deepen my knowledge about the world. We can start to talk on Reddit and if we are both good we can chat on Discord and other platforms. Looking forward to meeting you.
submitted by cacareaza2 to MakeNewFriendsHere [link] [comments]
2021.12.01 09:11 DavidTCEUltra One reason why you shouldn't hit other people is because they could be into it.
2021.12.01 09:11 HotMomentumStocks Diffusion Pharmaceuticals Announces Issuance of U.S. Patent 11,185,523
2021.12.01 09:11 Great_Bluejay_293 💎 Luxury e-commerce 🛍️ | NFT VIP PASS to buy exclusive products 👜 | Low mcap | No pump and dump | Long-term project
💎 Welcome to TRENDY, the token you can spend to buy original and certified Gucci, Balenciaga, Louis Vuitton bags and accessories, without having to convert the tokens into FIAT currency. All sent to your home or to any place you wish, completely anonymously.
🛍️ The beta of the store was launched on 1st November, and gradually more and more brands and more luxury products will be added, such as clothing, jewelry and watches from the best brands.
🤑 The team is also developing the NFT VIP PASS, which will allow only to its owners to access a reserved area on the website to purchase super exclusive products at a discounted price!
🛍️TrendyStore Open Beta
🌍 Visit the website
📱 Join us on Telegram
🙏 The team is based and available to answer all your doubts or questions in a transparent way, without being labeled as a fudder or banning you!
⚡️ Redistribution: 2%
📈 BuyBack: 6%
🤝 Marketing: 3%
submitted by Great_Bluejay_293 to CryptoMarsShots [link] [comments]
2021.12.01 09:11 Abu792 Inflation !
|submitted by Abu792 to antiwork [link] [comments]|
2021.12.01 09:11 ballgame1881 Bought Out by Investment Firm - Company Gone to Sh!t
Work for cloud hosting provider that was bought out by an investment firm about 2 years ago. They came in and changed pretty much every aspect of the day to day operations based on what seems to be a corporate cookie cutter approach. Morale across the company is at an all-time low, we're losing talented people, and they just don't seem to care (full speed ahead with their 'vision'). For me personally, the worst part is the tech departments (support, sys admins, engineers) are now lead by non-tech people who just don't grasp what it is we actually do. It's all about the metrics now. My assumption is they plan to grow it as much as they can and then sell.
It is sooo frustrating trying to consistently do 'the right thing,' and to be be consistently met with nothing but obstruction, red tape, etc. by people, who again, just do not understand what it takes to be successful in our roles and what we actually do on a day to day basis.
So, I'm sure others out there have had similar experiences, let's hear them. And should I bail? Been with the company for 5+ years.
submitted by ballgame1881 to sysadmin [link] [comments]
2021.12.01 09:11 patricksmith84 What are the best books for Dungeons & Dragons beginners?
Frankly, that and dice are all that you really need to play the game. It covers the basic rules, character generation, combat, spellcasting, and everything else. There’s even statistics for animals in the back so you can have something to battle other than other fighters, clerics, et cetera.
Ideally each player will have their own copy of the Players Handbook but you really just need one copy for the whole group if you don’t mind sharing.
The next book depends on the Dungeon Master. If they feel comfortable making decisions, are fair, understand story structure, and are generally doing a good job… get the Monster Manual. It basically just has stat blocks and descriptions of monsters which are tremendous time savers for the Dungeon Master; otherwise they have to make everything up from scratch and that’s a tremendous amount of work. In any case, only the Dungeon Master should have a copy. It’s generally considered bad form for players to memorize the abilities and weaknesses of monsters.
On the other hand, if your Dungeon Master is floundering, tyrannical, or just no fun, the Dungeon Master’s Guide is what they’ll need. It has a ton of useful tips and is great for newbies. (As an experienced GM I personally didn’t think it was the best use of my money since very little of it was new information — but then again, I’m old and have been doing this a while). Again, only the Dungeon Master needs a copy of the DMG but it’s exactly not top secret for players; some sections have information that is very valuable to players.
Next, buy whichever book you didn’t: Monster Manual or Dungeon Master’s Guide. Those three are all you’ll ever need — unless you find that you still just don’t get it (which sometimes happens. Especially if nobody has ever played before) or the Dungeon Master is completely lacking in imagination (which also sometimes happens. It just does). In which case, you’ll want to invest in some of the pre-made adventures. (I can’t recommend one because I don’t use them).
You’ll eventually find yourself wanting other books but those are all that you’ll ever need.
submitted by patricksmith84 to Dungeons_and_Dragons [link] [comments]
2021.12.01 09:11 JasmineDiamondMusic Galaxy Girls NFT
|submitted by JasmineDiamondMusic to NFTMarketplace [link] [comments]|
2021.12.01 09:11 qtako1 Lf manager
2021.12.01 09:11 beastyforreal Just took this photo today from the new update! Any thoughts?
|submitted by beastyforreal to PhoenixSC [link] [comments]|
2021.12.01 09:11 Important-Gur3250 Stuck on departure from outward office of exchange, Athens
Hi. I have a bit of a problem as I have purchased something I have wanted for a long time from a Greek seller almost a month ago. He sent it pretty much right away and ever since the 9th of november it's stuck on departure from outward office etc, athens. I'm from Poland and packages from Greece usually arrive here in a 1,5 week to 2 weeks so this is a bit new to me. I have contacted the seller and he says that at the post office they told him that it should be in Poland right now while on Polish website there is almost no information about that. Something very similar to this happened to me once with USPS (I have received a package after over 2 months) so it doesn't worry me that much yet but still I'm thinking if I'll get this until the end of this year. If you've been in a similar situation then please tell me about your experiences.
submitted by Important-Gur3250 to shipping [link] [comments]
2021.12.01 09:11 BrilliantSurvey4217 SHAQ promoting SHAK. How much $ to make this happen 🤩
|submitted by BrilliantSurvey4217 to ShakitaInu [link] [comments]|
2021.12.01 09:11 memductance Toggle Green Violation View
Is there a way in which I can toggle the green markings that indicate a design rule violation?
It makes it hard to read the name of the pad nets and sometimes it would be convenient to turn it off or on.
submitted by memductance to Altium [link] [comments]
2021.12.01 09:11 MeanAqmin Is- is this what happened? (mild spoiler from today's event)
2021.12.01 09:11 lfmundim [BDSP] Random breedject giveaway
Disclaimer: please bear in mind that Nintendo's room system is very very wonky and you might not see me when first you enter. If that's the case please leave and reenter the room until you can find me, I'm sorry for the inconvenient :(
Time for a new giveaway! I have a ton of random 5iv breedjects, most with good to perfect nature, but the bad iv is random. Those are the prizes!
2608 1995once again
2021.12.01 09:11 el_comand How to improve work-life balance working from home
2021.12.01 09:11 MarlinSly Anyone interested in joining our long-term survival community?
Gold Ghetto is a survival server with a true vanilla experience. Our world has NO map resets with the idea of building a realistic place that could grow as time goes on. Our community isn't huge because we're quite picky about our membership - only true survival players who enjoy the grind of playing the game the way it's meant to be played. The server is usually kept on whitelist but every once in a while we open it up to the public to meet new people if we can find them. This is one of those times.
If you're looking for a world that's exciting to explore and a safe place to build your biggest ideas ever, or if you just want to live as a fisherman in a little hut by a lake, you can do that too. You don't have to be some grand wizard of Minecraft to play in our world but the server is set to hard mode so it helps. It's a vanilla server with no plugins so no /tp or land claim or anything like that. You'll spawn in the wilderness (1.18 chunks) and have to survive the old fashioned way. If you need help getting started, this probably isn't the place for you.
We try not to have many rules but good people seem to be hard to find so:
griefers get banned
no X-ray or hacks please
respect existing builds
If you want to try surviving with us, leave a comment for an invite or check my history for the IP. Discord invite and whitelist will be given to players who join the server and play survival.
submitted by MarlinSly to MinecraftBuddies [link] [comments]