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Moe,

Perhaps you and Fuskie are right. You bring up some good points. I suppose if we gave Depp 30% of the profits, so long as Disney and its management thought it was okay, we should go along with it, because arguably they have more information than we do. I'll have to think about this some more. It is the free enterprise system, certainly.

One thing I would bring up, though, is what was said about Iron Man and Downey. A Marvel exec did say that he thought of the franchise as something Bond-like, and he meant that different actors could portray Iron Man. Would Disney need to have Downey for Iron Man? Could Bradley Cooper do the role? Or Bill Murray? What premium would be acceptable for Downey?

Then again, I suppose, going back to your point, Disney crunches the numbers and will go the different-actor route when it makes sense. In fairness, we don't have as much information as they do.

I will consider your points. At the end of the day, none of us can control this stuff anyway, we can only manage our stock positions through the use of options; that's about all we can do, really.
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