esxokm’s Activity

Today

NL

Boards Post

esxokm replied to the Netflix board. 3 hours ago

Re: Leaps expiring on Jan 18 2019

What did you decide, out of curiosity?

NL

Boards Post

esxokm posted to the Netflix board. 3 hours ago

Price increase

https://www.fool.com/investing/2019/01/15/netflix-disney-amc...


Of course, we all know that Netflix will probably have to [more]

Sun Jan 13

NL

Boards Post

esxokm posted to the Disney board. 6:21 PM

Box office update

For those interested:

"Poppins" -- $150 million domestic, $287 million worldwide

"Ralph" -- $190 million domestic, $434 million worldwide


"Nutcracker -- $55 million domestic, $172 million [more]

Fri Jan 11

NL

Boards Post

esxokm posted to the Saul's Investing Discussions board. 7:11 AM

Question about IBD

Not sure if this is the right board to ask this, but it seems pretty active compared to many others, and I believe I have heard of this part of the Fool community (i.e., a popular board for trading/investing).

I'm curious if anyone knows [more]

NL

Boards Post

esxokm replied to the Apple board. 6:39 AM

Re: Apple's 2019

Good point about competence/investing in biotech/etc. I suppose I mentioned this field because of recent highlights involving Apple's investments in health industry.

I don't know, maybe Apple could simply hire people to run some [more]

Tue Jan 8

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Boards Post

esxokm posted to the Apple board. 11:31 PM

Question on iTunes

With all of the news flow on Apple, I've become curious about the services segment, in particular iTunes.

Anyone know of a good article on that asset that might have a lot of sales stats? I want to know exactly what Apple sells on the [more]

NL

Boards Post

esxokm replied to the Apple board. 11:26 PM

Re: Apple's 2019

Interesting piece. I agree, the law of large numbers could signal an inflection point.

In terms of solutions, I have to state what I've said before...filmed entertainment. Release movies in theaters, then on the service. Make TV shows. [more]

NL

Boards Post

esxokm replied to the Disney board. 7:08 PM

Re: IBD article, Disney streaming/Hulu

One thing I forgot to mention:

If the theatrical window shrinks, one possible effect might be wider releases that attempt to capture as much revenue as possible from opening weekends/weeks. Number of screens, and perhaps showtimes, will [more]

NL

Boards Post

esxokm posted to the Disney board. 7:06 PM

IBD article, Disney streaming/Hulu

https://www.investors.com/news/disney-streaming-service-disn...

The above makes a good point about theatrical windows. Hopefully Iger won't [more]

Mon Jan 7

NL

Boards Post

esxokm replied to the Disney board. 1:43 AM

Re: Disneyland price increase

Well, let us hope the company can figure out how to profit from ticket sales at some point, as that is a good lever to pull for future results...I suppose the lesser amount of guests leads to better merchandise sales, perhaps...

NL

Boards Post

esxokm replied to the Disney board. 1:34 AM

Re: "Spider-Verse" wins Globe award

Great point about Fox! I didn't realize how much of an effect that movie is having in the marketplace, and in the culture. $740 million at the worldwide box, and a little under $200 million domestic. I assume it will have some Oscar nominations. [more]

NL

Boards Post

esxokm replied to the Disney board. 1:30 AM

Re: Iger's recent comments

<<Frankly, I would have liked to have seen both lands open October 1st as part of the lead-in promotion to the release of Episode IX in theaters in December.>>

That would have been a good idea. Maybe Disney can do something else [more]

Sun Jan 6

NL

Boards Post

esxokm posted to the Disney board. 9:53 PM

Disneyland price increase

https://seekingalpha.com/news/3420867-disney-hikes-prices-ca...

Yes! The "Wars" lands should entice a lot of visitors; best to take advantage [more]

NL

Boards Post

esxokm posted to the Disney board. 8:40 PM

"Spider-Verse" wins Globe award

"Spider-Man: Into the Spider-Verse" wins Golden Globe for best animated motion picture.


This means Disney lost in terms of nominations for "Incredibles" and "Ralph," since "Spider-Verse" is Sony. [more]

Sat Jan 5

NL

Boards Post

esxokm posted to the Disney board. 10:36 PM

Iger's recent comments

Here are some articles reporting on an interview Iger did with Barron's (if you get that paper, you can check it directly):

Iger indicates the California "Wars" attraction opens in June (the attraction should have opened [more]

Fri Jan 4

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Boards Post

esxokm posted to the Apple board. 6:48 AM

Articles on iPhone

Here are three articles from Slate/Vox/Recode:

https://www.recode.net/2019/1/2/18165832/apple-iphone-trump-...

[more]

Wed Jan 2

NL

Boards Post

esxokm replied to the Apple board. 8:11 PM

Re: Apple lowered Q1 guidance; ...

Fascinating news. Thinking about the longer term, I guess services, in particular a subscription-based, original-content streaming service, will help smooth things out as stats plateau.


One day, after Apple does finally really hit a [more]

NL

Boards Post

esxokm replied to the Disney board. 5:27 PM

Re: Further observation DIS/FOX

Norm, great response, I will let you have the last word. You bring up great points about how a competent CEO should be selected, and used Romney as a good example. One last thing: I think on the Toys R Us thing it was just a [more]

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