esxokm’s Activity

Fri Dec 7

NL

Boards Post

esxokm replied to the Disney board. 11:14 PM

Re: MouseParks - #1 Recommended

Awesome for Disney. And there are more on the way. I can understand the top position being occupied by the company's ships...Disney seems to work hard to make the voyages delightfully, magically memorable while simultaneously rendering the [more]

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Boards Post

esxokm posted to the Disney board. 7:10 PM

"Spider-Man" video game

https://247wallst.com/special-report/2018/12/04/the-best-sel...

According to 24/7 Wall Street, "Spider-Man" for PS4 is the [more]

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Boards Post

esxokm replied to the Disney board. 6:21 PM

Re: MouseBits - Golden Holidays

Very cool to hear. I'm not big on studios needing awards as a business model, especially one like Disney, but the good thing here is that the Oscars are on ABC.

I think it was mentioned by some pundit that Searchlight on the Fox side [more]

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Boards Post

esxokm replied to the Disney board. 6:16 PM

Re: MouseMarvels - This Has To Work...

I agree, the Comic-Con nerds will go crazy for this movie. '19 is going to be a stellar year for Disney's studio segment.

The end of the trailer, with Ant-Man, makes me wonder why that property didn't see bigger box office. The [more]

Thu Dec 6

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Boards Post

esxokm posted to the Disney board. 8:43 PM

Peter Bart on DIS/FOX

https://deadline.com/2018/12/disney-fox-deal-unknowns-movie-...


Always an interesting read from this Hollywood veteran...

Wed Dec 5

NL

Boards Post

esxokm replied to the Disney board. 6:40 PM

Re: Hulu -- ads while in pause mode?

Thanks for the reply. Some good points on the history of advertising.

<<Being a subscriber of a DTC service does not mean it is commercial free.>>

It does on the Hulu tier that is stated to be ad-free. Interestingly, [more]

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Boards Post

esxokm posted to the Disney board. 4:58 PM

Fool article -- 10 Reasons to Buy

https://www.fool.com/investing/2018/12/05/10-reasons-to-buy-...


There are some good reasons in this piece...

NL

Boards Post

esxokm posted to the Netflix board. 4:57 PM

Hulu/ATT and advertising

Posted this on DIS board as well. This has implications for Netflix, I believe:

[more]

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Boards Post

esxokm posted to the Disney board. 4:45 PM

Hulu -- ads while in pause mode?

https://variety.com/2018/tv/news/pause-advertising-hulu-att-...

Not sure I fully understand this. If someone is a subscriber, one [more]

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Boards Post

esxokm posted to the Disney board. 7:24 AM

Bloomberg on Iger/Disney+ challenges

https://www.bloomberg.com/opinion/articles/2018-12-04/disney...

There are some solid points in this essay. Of particular [more]

Tue Dec 4

NL

Boards Post

esxokm posted to the Netflix board. 10:21 PM

Netflix SNL parody

Anyone catch the Saturday Night Live ad parody this past weekend? The basic thesis was that Netflix has too much low-quality content and wastes money paying talent to make it. Have to say, there is some truth to that. I don't mind a lot of [more]

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Boards Post

esxokm posted to the Netflix board. 7:33 PM

DIS and NFLX

Posted this on DIS board as well...

https://www.fool.com/investing/2018/12/04/is-netflix-making-...

The author brings up [more]

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Boards Post

esxokm posted to the Disney board. 6:55 PM

DIS/NFLX Fool article

https://www.fool.com/investing/2018/12/04/is-netflix-making-...

The author brings up some good points, but in the end, dropping [more]

Mon Dec 3

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Boards Post

esxokm posted to the Disney board. 7:11 PM

Iger compensation

https://seekingalpha.com/news/3414141-disney-amends-igers-co...

Not sure I fully understand the math here, but it seems to me [more]

Sun Dec 2

NL

Boards Post

esxokm replied to the Disney board. 7:22 AM

Re: "Ralph" merchandise

Mike, thanks for the review/report. From the sounds of it, your family seemed to enjoy it for the most part, and I like that it is a project that seems to generate sell-outs. I wish the company would maybe try to do some merch sales at these kinds of [more]

Thu Nov 29

NL

Boards Post

esxokm replied to the Disney board. 9:00 PM

Re: Div increase

There have been Fool articles on Disney as a dividend winner:

https://www.fool.com/investing/2017/10/05/3-dividend-stocks-...

I'm [more]

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Boards Post

esxokm replied to the Disney board. 4:58 PM

Re: Div increase

I've read some comments from shareholders that this was a weak increase. I'm anticipating smaller dividend increases, or no increases, in the next few years given the Fox purchase. Also, I don't think there is any chance, for now, to see [more]

Mon Nov 26

Sun Nov 25

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Boards Post

esxokm posted to the Disney board. 6:18 PM

"Ralph" estimates

Estimates are in. Unfortunately "Ralph" never got close to $90 million. Right now, total 5-day is pegged at a little over $84 million. I think it was $55 million for the Fri-Sun.

Hey, what can you do. Still a good performance...

Sat Nov 24

NL

Boards Post

esxokm posted to the Disney board. 4:55 PM

More on "King" promo

https://deadline.com/2018/11/the-lion-king-teaser-is-disneys...

Had a longer post written out, but lost it. Key [more]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 4245
Recs Received 1941
People who have rec'd these posts 289
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Threads Started 1152
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Very First Post Re: Disney's Disappointing Dog (3/14/2006)
Percentage of Posts Rec'd 29.26 %
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