Rahul G.’s Post

A clear reflection of the current media companies challenge, earning driven primarily by non media business (Disney's case Parks). For the media business, traditional channels growth & earnings are both shrinking, DTC (Streaming) revenues growing, earning continue to drain. Viability in the current format in question #media #entertainment

This is not investment advice. But some might say it is. This is an investment tool. ⚒ Question: If you're a professional equity investor have you ever requested from your sales person an updated model on a large cap US equity like Disney on Friday afternoon and received one of these on the following Monday? 📧 "Hey Bob, Firstly sorry for the late reply. Anyway how was your weekend? I was at William Willington's wedding in Provence. Great fun! I left early on Friday so I missed your earlier email. Sorry!!! I've only just now passed on your request to our extremely busy and highly rated analyst Joe DiValuo. As soon as his assistant picks this up and agrees that you're a valuable enough client we'll get a version of the model back to you that we think you deserve. Hopefully that will be with you by Friday (but more likely Monday or Tuesday) next week. I assume that's fine. By the way, did you remember to vote for us in the Best Broker Poll? Best, Francis Fookwit" 💡 Sure, equity models exist. There are thousands of them. Built in excel, complicated and multi-tab. Usually delivered via your salesperson in an email attachment a few days after you've requested it, a few days after they're back from their bank holiday weekend trip to France. If every single institutional equity investment analyst could dial into a ready-made, fully drivable and interactive model on a given stock on any hour, on any given day wouldn't that be a smarter option? Downloadable excels, in-built consensus tracking for every scenario that you build. Let us do the heavy lifting, you focus on the analysis.

The Walt Disney Company. Disney CEO Dumps More Than 80% of His Shares In early 2023, Iger owned 1.03 million shares of Disney stock, valued at more than $97 million. Now, according to Microsoft News, the boomerang CEO owns almost 187,000 shares–proof that over the last year, Iger unloaded nearly 82% of his shares, reducing his stake in the company to just over $19 million. First, does Bob Iger know something the rest of us don’t about Disney’s future? And does part of that future include an early departure on his part? https://lnkd.in/egr9J_5F.

Nelson Peltz Sells Entire Disney Stake! 🎬 Proxy Battle Fallout & Market Impact 📉 Nelson Peltz has sold his entire Disney stake, just weeks after losing a proxy battle. 📊💔 For investors, this move could signal significant shifts in market sentiment towards Disney. It's important to monitor how this development could impact Disney's stock and overall investor confidence. 🤔💡 Stay informed and consider the implications of this strategic exit on your investment decisions. Dr. Clemen Chiang (PhD, MBA) #Disney #InvestorNews #MarketShifts #spiking #drclemenchiang #stocksinvesting

The Walt Disney Company states in its Investor Presentation that Blackwells Capital "is proposing a solution in search of a problem" The only problem is that more than $200 Billion dollars of shareholder value has been destroyed and the Disney Board bears that burden. Blackwells' vision for #thefutureofdisney includes three nominees with the expertise and bandwidth to usher Disney into the future. Meet our nominees and learn more: http://bit.ly/3V2iFhZ #disneydeservesthebest

Disney has reported stronger-than-expected earnings, accompanied by a narrowing of losses in its streaming division. The company's robust performance has prompted it to increase its dividend, reflecting its confidence in its financial stability and growth prospects. This positive news signals Disney's continued progress in navigating the competitive streaming landscape while maintaining profitability across its diverse entertainment offerings. #marketfacts #stockmarket #disney #ott #digitalmedia #dividends #growth #entertainmentindustry #news

Here's a fascinating snippet of the shifting landscape of business profitability. Disney, a titan in the corporate world, used to rely heavily on their TV and cable assets, like the Disney Channel and ESPN. A minor fluctuation in revenues would send their stock price on a wild ride. But recently, a 33% drop in revenue didn't make the stock bat an eyelid. What made the stock leap by 5% was the announcement that Disney+ was gaining another 12 million subscribers. This is despite the fact that Disney+ isn't even profitable yet. It's a perfect example of how the perception of value can shape the market, and this is as true in the entertainment industry as it is in real estate. Repost this if you want to understand the surprising factors that can influence a major company's stock price, like Disney's. #DisneyStocks #MediaIndustryTrends #StreamingServicesGrowth

Did you know that ABC turned a $500K investment in Disneyland into the #6 show on television and a 15x return on investment? In 1954, Walt Disney and ABC struck a deal that reshaped the entertainment industry. 📺🎡 ABC invested $500K + guaranteed $4.5M in loans for a 35% stake in Disneyland & 10 years of food concession profits. In return, Disney produced the weekly TV series "Walt Disney's Disneyland" to promote the park. 🤝 The impact was immense. ABC went from zero shows in the top 30 to the #6 show within a year. The live broadcast of Disneyland's opening was a major TV event. For Disney, the deal funded his "harebrained" theme park vision while ABC badly needed the audience Walt could draw in. ABC's $500K investment turned into a 15x return when Disney bought their stake in 1961 for $7.5M. As sanity is restored to the streaming market, it will be interesting to see what partnerships arise, particularly around audience monetization and content sharing. 🎬💡 #media #entertainment #partnerships #innovation #Disney #ABC

The Walt Disney Company states in its Investor Presentation that Blackwells Capital "is proposing a solution in search of a problem" The only problem is that more than $200 Billion dollars of shareholder value has been destroyed and the Disney Board bears that burden. Blackwells' vision for #thefutureofdisney includes three nominees with the expertise and bandwidth to usher Disney into the future. Meet our nominees and learn more: http://bit.ly/3V2iFhZ #disneydeservesthebest