Comments by "Maxwell Benz" (@Tential1) on "Disney - An Empire In Collapse" video.

  1. Disney has all time high revenues bro... It's not the sales that are the problem. It's the idiotic expenses of streaming.
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  2. Ya... This sounds great, because you started with a pre-conceived bias. Disney is doing bad financially because streaming is a bad business. The switch from cable to streaming is a massive value destruction. That's it... If everyone switched to streaming tomorrow, the financials would be far worse. Even if they released God tier media. Once Disney doubles the price of streaming like they intend to do, the profits will come back. Right now, it's just a vc cash burn battle....
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  3. OK, the end I do agree with. And if they want to restructure Disney to make the company more efficient, I believe the company can hit a higher profit margin than the past, because Disney plus should command 3x the price, and really if the company can hit a 25% record margin at current all time revenues? Hnnnggggggg. I doubt we drop below pre covid share prices with this much upside.
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