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  • Disney now down 3.2% after 'Star Wars' pushes record quarterly earnings  [View news story]
    Revenue by segment: Media Networks, $6.33B (up 8%);
    Feb 9, 2016. 05:30 PM | 1 Like Like |Link to Comment
  • More on Amazon bookstore plans  [View news story]
    Has Prime fulfillment costs become so insane that it is now less expensive to operate a B&M store?

    Granted, I am not sure how opening a bookstore is going to help them cover the losses when 2-day delivering boxes of Kleenex.
    Feb 3, 2016. 12:41 PM | Likes Like |Link to Comment
  • Comcast increasingly levying charges for heavy data users  [View news story]
    Cut out Comcast from the house entirely and currently am using Centurylink.

    High data user and Comcast just don't mix. Their loss as they make a very healthy margin even if I am using a terabyte of bandwidth and paying them $50 a month for data.
    Jan 30, 2016. 12:58 PM | Likes Like |Link to Comment
  • Outerwall Has Even More Downside Than Most Bulls Think  [View article]
    I still think OUTR is a dog long-term but based on physical media sales for Q1 (so far), I expect strong Q1 guidance when they report earnings on 2/4.

    OUTR will spin this as a potential shift in the secular decline (it isn't), but a small bump by those who buy the story could prompt a short squeeze.

    Too risky for me to put my money down, but something to look at particularly based on Blu-ray sell through strength in January. Note: Blu-ray is heavily dependent on new releases, as is OUTR.
    Jan 28, 2016. 03:49 PM | Likes Like |Link to Comment
  • Netflix: My Short Of The Year  [View article]
    Probably the best description of NFLX out there.
    Jan 21, 2016. 04:07 PM | 3 Likes Like |Link to Comment
  • Outerwall Has Even More Downside Than Most Bulls Think  [View article]
    It seems pretty obvious that there is very little upside to OUTR unless they are bought outright.
    Jan 11, 2016. 12:09 PM | Likes Like |Link to Comment
  • Report: Starz gets bargain pay-TV rights to 'The Force Awakens'  [View news story]
    I will buy The Force Awakens the day it hits Vudu.

    Most others who want to watch it will get it from iTunes, Vudu or on DVD/BD. Most of the rest will watch it via Redbox, etc.

    The small number of people remaining who have not seen it and already have Starz will watch it there in a year.

    The net impact of increased subscribers to Starz for The Force Awakens will be negligible. Why get Starz for one movie when you can just buy the damn movie for the price of one months subscription?

    What will really be interesting is when Starz subs realize (in a big way) that NO OTHER Star Wars films are available or will be available to Starz subs. Or any Lucasfilm movies (including any future Indiana Jones movies). Or any Marvel movies, Pixar or Disney releases.

    Jan 6, 2016. 09:46 AM | 1 Like Like |Link to Comment
  • Netflix Should Create A Free Tier In 2016  [View article]
    Jan 5, 2016. 02:15 AM | 1 Like Like |Link to Comment
  • Disney: What Does Star Wars Really Mean For The Stock?  [View article]
    Timely article.

    A few points:

    Disney is the best at taking a property (movie, show, character) and turning it into a revenue stream on multiple fronts. Remember that ALL Force Awakens Consumer Products revenue has not been reported yet. Disney would not recognize that revenue until after the release of the movie. That number is going to be very important, as will the theme park impact of the two Star Wars lands.

    The Force Awakens story is good, but not great. Even still it is likely going to be the #1 grossing movie of all time. Mainly because they want back to the look and feel of the original trilogy. This bodes well for an expanded cinematic Star Wars universe. They could easily spin off at least two new characters from The Force Awakens into their own set of movies.

    ESPN is fine. They are tied to a bundle of services because it allows them to milk the most cash out of subs today. When the time is right, ESPN can be a standalone streaming service that each and every NFL fan in the world will gladly subscribe to. Watch and wait for ESPN to also increase their soccer presence so they have a yearlong must have service for international subs. If ESPN were to launch a $20 a month subscription service tomorrow, it would be popular. When they do this in 2017, it will be must have for anyone not already on cable/satt.

    I think some of the larger investors are working hard to depress DIS price so they can take a larger position on the cheap. It is pretty easy to see that DIS strategy of acquiring popular material and monetizing it in multiple channels is incredibly successful and should reap major financial rewards over the next 15 years.
    Dec 23, 2015. 04:59 PM | 6 Likes Like |Link to Comment
  • "Total political crap" - Tim Cook on claims Apple evades taxes  [View news story]
    Designed in California.

    Which means designed by American citizens and residents, living in America with the rights, protections and benefits of being in America.....

    Except when it comes to financial gain from that IP of course. In that case, Go Irish!! or whichever place will allow Apple to assign financial rights (not legal rights) to the intellectual property designed and developed by Americans working in America.
    Dec 20, 2015. 07:17 PM | 3 Likes Like |Link to Comment
  • Apple: Strategy Behind Retailers Discounting Apple Watch And iPad  [View article]
    Strategy? Why else do you discount items with disappointing sales.

    To clear inventory of course.
    Dec 18, 2015. 05:15 PM | 1 Like Like |Link to Comment
  • Amazon reportedly looking to lease or buy 20 Boeing 767 jets  [View news story]
    It's Amazon. It doesn't need to make sense.

    Love Amazon as a consumer. As an investor or a non-biased observer...
    Dec 18, 2015. 12:29 AM | 3 Likes Like |Link to Comment
  • Outerwall Has Even More Downside Than Most Bulls Think  [View article]
    It won't be Netflix of any other company that is currently growing.

    The suitors for Outerwall will be a firm looking to take it private and milk it until it dies.
    Dec 17, 2015. 10:56 AM | Likes Like |Link to Comment
  • Will 'The Force Awakens' Save Disney From Depleted ESPN Subscribers?  [View article]
    I am curious to see what Consumer Products reports.

    Disney has been deferring CP earnings for Star Wars Ep VII until after the movies release.

    That news, and the impact it will have on future earnings (3 Star Wars movies are coming out between now and the end of 2017) may offset ESPN concerns.
    Dec 16, 2015. 10:48 AM | 2 Likes Like |Link to Comment
  • Outerwall Has Even More Downside Than Most Bulls Think  [View article]
    I agree we do not know what other products OUTR may have by 2020.

    We do know they failed miserably in trying to enter the streaming business, which means that Redbox does not have a direct internal successor.
    Dec 11, 2015. 09:09 PM | 1 Like Like |Link to Comment