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Mr. WEO

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Everything posted by Mr. WEO

  1. where was he supposed to go?
  2. He's been saying this in multiple threads this off-season...
  3. The owners voted on all the small stakes in the Dolphins Ross sold to celebrities?
  4. bootlicking PSE costs more than you would think....
  5. AB and Ms. Bush?
  6. He has yet to give an anatomy lesson like "the Greek"...
  7. Thad Brown made his bones kissing the Bills/PSE's collective heinie...
  8. I'm enjoying the typical conspiracy posts! As If any fans would notice the difference if a specific LT was not in the game. Or that they would swear off NFL if he wasn't.
  9. He initially was shopping for a new one of these:
  10. I thought his old dodge was “you can’t make money in this small market”…
  11. Don’t make me show you my Stop and Shop receipts!!
  12. Disney’s quarterly net income past 4 Qs is under 6 billion. Did Bob Iger tell you it was 30 billion in the same shareholders meeting where he told you Disney+ will be profitable next year and the might buy Netflix? And Netflix is on a price bubble right now? You might want to trace their price history the past 2 years and rephrase that. But since you’re stuck on this, what combo of cash, stock swap and debt assumption would get a deal like that done? Use the acquisition of 21st Fox to help you. And show your math
  13. The topic is the ability of one company to purchase another. It's not about how man employees or how many assets Disney has, unless they were to be sold to purchase Netflix. Yes the cap is the sum of current price but what offer could Disney make that Netflix holders would accept? Where does Disney, a company the just fired 7000 employees to save cash and is letting go very high profile talent/brands from one of their flagship lines in order to scrape a few more pennies into the till, get the cash to buy out the biggest streamer in the market---at a time when streamer is undergoing a seismic correction due to low (or, in Disney's case less than zero) profitability? Netflix's current profits would barely cover Disney's current streaming losses. Who would vote for this? oh....
  14. It’s decent meat sauce. More spicy than original Nicks. Little salty. nit sure if the other Jeremiah’s are as good
  15. Nick’s peaked in the 80s when it ran 24 hrs a day, closing only on Christmas. Nick and his staff quite the characters. 2 am and the place is filled with cops, college kids, hookers. The meat sauce was the OG, the Everest, the Olympus of meat sauces. I still have a grease stained “Rochester Sesquicentennial” Nicks cardboard plate (1984)—a real “game used” memento of my college youth! Now the decent copies are Dog Town and Empire Hots. Distillery you never go for the food, just to meet up with people. Jeremiah’s on Monroe has the best wings still. Probably a jarred meat sauce now too
  16. Netflix has a market cap that is 30 billion more than the entirety of Disney. But they might “purchase Netflix”…
  17. Distillery is still doing well. Tahou's died decades ago, It's rotting carcass is still mailing it in with awful plates. I think McGregor's guys simply went broke.
  18. no need to expose yourself again... Strong work--you had over 7 million a year ago, when it was trading at $125. Had you cashed out at it's peak, and went with Apple, might have made about $50k. Way to hang in there. But, hey..maybe Bob Iger, who jumped all in on streaming after paying $71 billion for 21st Century Fox, mainly as an IP dump into Disney+. Now, it has been widely speculated that might put Hulu on the block.
  19. This is easier than you r allowing. Netflix, the market leader, is changing it's model because it will cost too much going for the reasons already mentioned many times. So it would be odd at best to be confident that Disney will make a lot of profit with a model that the market leader is moving away from. "Iger has said Disney had become too fixated on boosting subscriber levels during the nearly two years when Bob Chapek was running the company. Instead, it needs to refocus on profitability, retention and other metrics given the complexities of shifting away from sizable and still-lucrative linear operations." Of course Iger says streaming will be profitable next year--he has to after the stock has tanked. It's not clear how he intends to magically, in one year, turn around a business product that is losing 650 million to 1.1 billion per Q. Hint---it won't be from streaming ESPN content. Gotta love the small investor optimism, but you need to consider another investment. Disney is scrambling while it's competitors eat popcorn.
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