esxokm’s Activity

Tue Jul 22

NL

Boards Post

esxokm replied to the Disney board. 8:12 PM

Re: What's That Doing Here?

I too hope the charity makes a lot of money, but a thought occurred to me: what if Disney sold things like this as a way of making money? Could Disney sell the ability to have a small speaking cameo in, say, a "Pirates" picture for $50,000? [more]

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esxokm replied to the Disney board. 2:54 AM

Re: Disney: At the movies

That's interesting. No way to know the future, of course, but you don't think the new CEO will engage an acquisition strategy? Considering Iger's tenure, and the TWX/FOX thing, it seems to me more purchases are in the offing at Disney.

Mon Jul 21

NL

Boards Post

esxokm replied to the Disney board. 10:04 PM

Re: Disney: At the movies

Fuskie, that's true, and if I recall correctly, the long-term debt has been taken down a bit. But I do assume that debt will only rise in 2016 when the new CEO starts to acquire whatever he/she is going to acquire (and I predict there will be some [more]

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esxokm replied to the Disney board. 4:13 PM

Re: Disney: At the movies

W.D.,

Your technical analysis of DWA looks spot on. I think people could start to accumulate this stock at this point, albeit at a slow pace, because over the long term, I think this company will either prosper or be taken out at a premium. [more]

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esxokm replied to the Disney board. 3:58 PM

Re: Planes sequel box office

That's an interesting report. I wonder if the ticket-taker is onto something...if people are wise to the fact that this isn't a real Pixar thing -- which makes sense, I figure most must realize this at this point -- then perhaps Disney should try to [more]

Sun Jul 20

NL

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esxokm replied to the Disney board. 8:59 PM

Re: Disney: At the movies

Thanks for the box-office post, W.D.

I own shares of DWA, and I think the company needs to do a lot to get back on track. Even with the absence of a Pixar property, the "Dragon" sequel could only fly so high, which I thought was [more]

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esxokm posted to the Disney board. 3:58 PM

Planes sequel box office

Not necessarily a big deal, but "Planes: Fire & Rescue" opened a bit weaker than its predecessor.

The film is estimated right now to have grossed $18 million. The first film grossed $22 million during its first [more]

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esxokm replied to the Disney board. 2:15 PM

Re: Pixar Wage Fixing

Paul,

In the article I linked (I believe), there is an email from Catmull and, if I recall, a snippet of testimony from him. If you don't see it, I will try to find it for you.

NL

Boards Post

esxokm replied to the Disney board. 12:32 PM

Re: Pixar Wage Fixing

I think the reason this is important is because it gets into trust (as in monopoly-like) issues.

And just to reiterate a point, there's no question animators can get expensive. With one stroke of the pen, and a little ingenuity, any company [more]

Sat Jul 19

NL

Boards Post

esxokm replied to the Disney board. 9:45 PM

Re: Pixar Wage Fixing

Paul, I think you hit the nail on the head. The fact that media companies own all these content-production entities does probably explain a lot about the paucity of coverage.

NL

Boards Post

esxokm replied to the Disney board. 5:37 PM

Re: Pixar Wage Fixing

I'm not a lawyer, but what is being alleged is illegal as far as I can tell. What did you think of Catmull's comments?

All I'm saying is it's disappointing that Pixar was part of this. And obviously it shows that some things about Steve Jobs [more]

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Boards Post

esxokm replied to the Disney board. 4:06 PM

Re: Pixar Wage Fixing

Not that type of salary suppression.

http://nikkifinke.com/part-2-pixar-tries-get-sony-join-alleg...


You might not [more]

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esxokm posted to the Disney board. 12:50 PM

Pixar Wage Fixing

I don't have a link handy, but I'm sure others have read about the involvement of Pixar in trying to suppress the salaries of animators. I was only vaguely aware of this. I have to say, pretty disappointing that Pixar engaged in such [more]

Thu Jul 17

NL

Boards Post

esxokm replied to the Disney board. 7:03 PM

Re: Record ESPN Ratings

ESPN is definitely working, but I still wonder about its eventual destiny -- if cable companies ever do go a la carte, this asset will be of concern. For now, though, the success at this division is phenomenal.

By the way, W.D. it is great [more]

NL

Boards Post

esxokm replied to the Disney board. 3:52 PM

Re: Princess Too Many Sticky Buns

Very interesting essay, Paul, thanks.

As to what exactly makes a blockbuster, this is exactly why I believe studios should focus on concept and plot and not so much on expensive stars. Not only can we not fully understand what makes a hit, [more]

Wed Jun 18

Stock Advisor Boards Post

esxokm replied to the Stock Advisor boards. 3:46 PM

Mon Jun 16

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esxokm replied to the Stock Advisor boards. 7:51 PM

Sat Jun 14

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esxokm replied to the Stock Advisor boards. 4:01 PM

NL

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esxokm replied to the Disney board. 3:52 PM

Re: Maleficent holding up

Moe,

In a sense, you hit the nail on the head. There are indeed aspects of Eisner that I liked -- he definitely was careful with capital. But there were other issues about him I didn't like.

And actually, I think he didn't go far [more]

Fri Jun 13

Stock Advisor Boards Post

esxokm replied to the Stock Advisor boards. 3:20 PM

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