Mr. Seymour Duck 🦆
@MrSeymourDuck
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Following
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Tech/Media/Gaming/Investing Commentator 🗣️ ~ Bullish in $NTDOY & $EVO.ST 🍄🎰 ~ Quacks on @OrangeGrove55 🍊🏰 ~ Whovian Nerd ❤️❤️🟦
Gallifrey, Canada
Joined April 2023
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Pinned Tweet
$WEN | Nelson Peltz Resigns as Chairman of Wendy’s Board
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This is a weird ad I just saw on YouTube....
@MrBeast
, I don't think they paid you for this brand deal 👀.
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@CountDankulaTV
@shoe0nhead
Looking at all the comments and I'm realizing humanity isn't so bad.
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@xiangwei36
@SaltasticTakes
And which paper is not useful? It would have taken you 2 seconds to Google his resume, honors and awards to know Yann Lecun is a pretty big deal.
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@Variety
It's quite fascinating that a lot of users didn't bother to read beyond the first sentence.
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@Gilgame48416687
For context.....
Sega officially acquired Rovio for $776 million on August 18, 2023. This would have contributed to the lower operating profit in their last fiscal year.
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@mae_psi
@Tyler02442438
@hollywoodhandle
Average non-twitter blue user intelligence.
The last 3 DC movies were flops regardless of proper promotion.
The general audience just doesn't like DC films unless it's Batman or Joker.
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Disney's Facts That The Grifters Don't Want To Tell You 🧵
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Nintendo has $13.48B in cash and ZERO DEBT, but is only worth $50.89B. That's a 26.4% cash-to-market ratio, making it one of the healthiest companies in the world! 💰
Time will tell if they will finally use this money to invest more in their IP expansion when the "Switch 2"
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@sam_malones92
@ActualAero
No company is perfect, but a 98.8% employee retention rate speaks volumes. For every 100 new hires, only about one chooses to leave.
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$EVO | Made some changes to my portfolio and now Evolution Gaming is my 2nd biggest position.
- PE: 16.88x
- Net Income (Yes, that is Net Income): 56.45%
- FCF: 62.76%
- ROIC: 40.14%
- Debt: Zero
- Dividend: 3.09%
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@Dude82008
@hollywoodhandle
The Lion King live-action made $1.663 billion. Surely someone cared.
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Nelson Peltz sells entire Disney stake weeks after losing proxy battle
Ticker: $DIS
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@Stealth40k
Nintendo would never give up that 30% margin they would have to pay on other platforms.
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Has Disney's synergy gone too far or do you absolutely love this type of craziness?
Ticker: $DIS
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Disney's funding has enabled the creation of a stunning and memorable new intro for Doctor Who.
#DoctorWho60
#DisneyPlus
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Remember that one time when The Simpsons got a bunch of Disney characters hammered at Moe's Tavern? 👀
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@amitisinvesting
1) Cash From Operations was down Y/Y
2) Adjusted Free Cash Flow was down Y/Y
3) Light increase in guidance.
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The only time revenue has gone down after 2019 was during COVID.
Revenue is the money a company earns from the sale of its products and services.
Brand damage who?
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@frnchyy_
@GraceRandolph
Technically it's already revealed in the SEC filings. No one but Netflix is making a profit on their streaming services.
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@mikey_graf
@Nintendeal
Yuzu decrypts a Nintendo Switch game file dynamically. From a technical standpoint, this process involves bypassing the game’s built-in DRM protection. The DMCA prohibits the circumvention of software protections.
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They say Disney's value has been destroyed in the last 5 years. 🤔
Book value per share tells a different story. Grifter is gonna grift, but the numbers don't lie.
Book Value Per Share: Theoretically, it is what investors would get if they sold all the company's assets and
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Take note how this is before the market opens and Disney doesn't usually do that. We might be getting some interesting News.
Ticker: $DIS
NEW: $DIS Q2 FY24 earnings call will be May 7 at 8:30am ET BEFORE opening of regular trading on May 7.
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I keep hearing this narrative that Disney has failed streaming. Yet when you add Hulu and Disney+ they control 5% of the US market. That's more than Amazon Prime... How is that considered a fail ? 🤷
NEW 🔥: Streaming surges to 40.3% in June, the highest share of TV Usage in the history of The Gauge™, while the CNN Presidential Debate tops cable. Get the story behind the numbers.
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Don't understand how some users can say $DIS had bad earnings...
They beat the top-line and bottom-line growth.
The bottom line in business is the company's net income while the top line is a company's revenue.
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@MyNameIsSimon88
The unfortunate part is that most online media is now using negativity in order to get their clicks and views. They have devolved into a digital equivalent of the National Enquirer.
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@JoshFri77332689
Doctor Who is a show that is made with UK culture in mind not US. This is why you see users like Nerdrotic getting upset because it's not the US way, so it must be the wrong way.
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Been told that Disney is a failed company and it's going broke. Since the grifters want to compare it with Netflix all the time, let's do that but with actual numbers.
$DIS:
PE: 34.75x, Rev: $23.15B, Net Profit: $2.62B
PB: 1.64x, Market Cap: $162.97B EV: $209.28B
$NFLX:
PE:
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I got to play Super Mario Wonder over the weekend, and I had so much fun with the demo that I'm actually considering selling all my $DIS shares for more $NTDOY/ $NTDOF. The quality in this game is just on another level compared to the quality of current Disney movies/TV shows.
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@JDorpinghaus1
@DarthBrimstonYT
@jtimsuggs
@Mando3Updates
The First Amendment of the U.S. Constitution, which protects freedom of speech and expression, only applies to government restrictions on speech, not to businesses or individuals. 🤦
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Seems like I ruffled some feathers with that post, but it was totally worth it. I'm having a blast with this special access. Enjoying a delicious Dole whip on Robert Iger's yacht.
Disney's Facts That The Grifters Don't Want To Tell You 🧵
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@Doomguy98999800
@Porky_Draws
The OP had Crash Bandicoot. Even though we had Crash Bandicoot 4 in 2020/2021, Crash Bandicoot: On the Run! in 2021 and Crash Team Rumble in 2023.
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Haters will tell you we shouldn't be comparing Disney theme parks with Comcast Universal theme parks. PS. They do that all the time with Netflix and Disney+
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Well Well Well...
DISNEY'S $DIS LARGEST INVESTOR VANGUARD GROUP HAS VOTED TO RE-ELECT THE COMPANY'S INCUMBENT DIRECTORS, DEALING BLOW TO TRIAN FUND MANAGEMENT - Reuters
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$NTDOY - Consolidated Results for the Nine Months Ended December 31, 2022 and 2023
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$BRK $DIS - Rumors of Berkshire Hathaway buying Disney are on the rise again. 👀
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$DIS | Calling it now. Hugh Johnston will be promoted as the President of The Walt Disney Company and will work closely with the new CEO.
Essentially the Tim Cook to Steve Jobs or Frank Wells to Michael Eisner.
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Nintendo's stock dipped 4% last night, barely a blip on the radar but Disney's 3% post-meeting drop has some online acting like the sky is falling.
Short-term fluctuations are normal, folks! Don't get caught up in the online drama. Long term is what matters. Especially when it's
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Back before Microsoft bought Activision. Activision paid their CEO, Bobby Kotick, over 60 times more than Nintendo's Shuntaro Furukawa.
#ThrowbackThursdays
Ticker: $NTDOY $NTDOF
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Sony & Apollo Make $26 Billion All-Cash Offer for Paramount
Offer comes as exclusive negotiating window between Skydance & entertainment giant is about to expire.
Tickers: $SONY $PARA
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Fun Fact: Since COVID, Disney's box office numbers have only been increasing year-over-year.
While Disney's box office performance currently sits below 26% of pre-pandemic levels, the presence of Disney+ wasn't a factor at that time.
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To those who only look at Disney's stock price:
Unfortunately, price action drives narrative when you dont have in-depth knowledge but think you do…
This is a recurring theme about Disney stock on the grifting side of DisTwitter.
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$DIS - A Warren Buffett Compilation On Why He Likes Disney And Bob Iger
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Disney down 3% and everyone's acting like the sky is falling. Paramount down 9%.... Tumbleweeds.
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L take. That's not what Bob Iger said.
Also if Disney is failing... Then why aren't you seeing that in all of their divisions?
Look at their last earnings report:
Why are parks up year over year?
Why is streaming up year over year?
Why is sports a very profitable sector for
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Remind me not to go to Disney parks until there's real brand damage.
Courtesy of my buddy
@Webslinger760
, he took this photo of us trying to navigate through New Orleans Square.
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@2g_shah
@InfoGirl17
@DylanGrannan
@hollywoodhandle
Pretty sure Black Panther didn't flop. The release date was February 16th 2018.
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Today is my birthday and with that, I am going to buy more Nintendo shares as a gift to myself 🥳 $NTDOY $NTDOF
(Also a nice prime steak later tonight while watching shows with friends)
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Remember when everyone said they were going to boycott Disney?
Pepperidge Farm remembers.
Since Elon Musk told Bob Iger to “go fuck himself,” $TSLA is down 30% & $DIS is up 21%, fascinating
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@anna_calstone
@sagaftra
Even with the content they made before the strike they were losing money. All Studios but Netflix were losing money on their streaming services and still are. Disney and WBD are losing money from their movies. Hollywood is dying right in front of us.
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$NTDOY - Nintendo raises its forecast for Switch console sales and profit for the year
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$DIS | The internet never forgets 😉
Universal Orlando Attendance Plummets, Walt Disney World Reclaims Orlando Ranking Dominance
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The turnaround for Disney is astonishing. If you own Disney shares, congrats 🎉.
Ticker: $DIS
NEW: Inside Out 2 made $100 million at the domestic box office this weekend. It's the biggest second weekend ever for an animated film. Domestic total now $355 million, worldwide total $724 million - in 9 days.
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I find it very ironic that users who are advocating for free speech are also limiting the replies to X premium users only. (Some, not all)
You start becoming the very thing you hate.
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$DIS - False. Disney did not lose 23 million subscribers in one night.
@TaraBull808
did you even take the time to read that satire article? With the disclaimer saying it was satire... 😆
Ironically that satire website has adeptly exposed a crucial truth.
Given the current
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Been hearing some users saying "Merging Hulu into Disney+ will destroy the Disney brand!"
but...
Did they forget that General Entertainment content has been on Disney+ outside the US for years? Under the STAR branding.
Disney caters to a worldwide customer base. Let's
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$NTDOY - It's been a great year for Nintendo investors. Let's see if this momentum can keep going after earnings next week.
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In a statement provided to
@CNBC
, Lucas wrote:
“Creating magic is not for amateurs. When I sold Lucasfilm just over a decade ago, I was delighted to become a Disney shareholder because of my long-time admiration for its iconic brand and Bob Iger’s leadership. When Bob recently
$DIS - George Lucas backs Disney CEO Bob Iger in proxy fight with Nelson Peltz
Source:
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Myth: Bob Iger overpaid for Fox
Disney paid $71 billion for Fox, but sold assets for $26 billion.
Disney gained valuable assets like Hulu and National Geographic.
"If one puts a highly conservative 6x multiple on $6 billion in immediate earnings, cost cuts, and synergies,
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Seeing a lot of misinformation on Operating Expenses vs. Capital Expenditures.
So I'll add some context to help everyone understand it more easily.
Thread🧵
NEW: In a new filing, Disney provided additional information about the company's planned 10-year, $60 billion investment in the Experiences segment. A new breakdown of the plan shows 50% at Parks/Resorts, 20% Cruise/Other, and 30% on Tech and Maintenance.
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$DIS | Don't be surprised if Disney creates their own Westworld.
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One is not like the others.
$DIS $WBD $PARA $CMCSA
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$DIS - Spoilers.... It broke.
$DIS - Disney stock price is trying to break that 10% after their great earnings yesterday.
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I'm hearing a lot of chatter about Disney stock dropping recently. Considering the broader context, it might be more informative to look at the entertainment industry as a whole, because Disney's performance isn't so bad compared to its competitors.
Ticker: $DIS $CMCSA $WBD
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$DIS - A lot of people seem confused about what Disney would be selling when they sell ABC. Here is a clarification:
1) Disney would not sell any ABC production studios. ABC-made content stays.
2) They would sell the branding and channels alongside the local news stations.
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An anonymous source just sent me this from Tesla. 👀
Actually it was just from your website:
An anonymous source just sent me this from Disney. It is mandatory, institutionalized racism and sexism!
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$DIS | Competition watchdog CCI approves Disney, RIL-owned Viacom18’s $8.5-bn merger
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A Switch successor has been confirmed!
Ticker: $NTDOY $NTDOF
This is Furukawa, President of Nintendo. We will make an announcement about the successor to Nintendo Switch within this fiscal year. It will have been over nine years since we announced the existence of Nintendo Switch back in March 2015. We will be holding a Nintendo Direct
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@realMeetKevin
Doesn't matter because Newsom is not even running for President. Unlike DeSantis....
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IYKYK
I’m told by a separate source in RFK Jr.-world that his wife Cheryl Hines does *not* want Kennedy to endorse Trump, further complicating matters
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Bibbidi-Bobbidi-Boo, Peltz is Out the Door:
@RobertIger
Roars, "I'm Not Leaving This Magic Kingdom!"
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Another Important Disney Fact That Grifters Don't Want To Tell You About:
It's not surprising that Disney+ doesn't consistently top the Nielsen charts.
Disney is a diversified entertainment conglomerate, about one-fourth of Disney's revenue comes from streaming. In contrast,
Disney's Facts That The Grifters Don't Want To Tell You 🧵
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Nintendo coming in with that strong brand recognition!
Ticker: $NTDOY $NTDOF
#SuperMarioBros
had a net profit of $559M 🍄
The most profitable film of 2023 💰
(via
@Deadline
)
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Some users were predicting a hard dump at market open because Nelson Peltz sold his entire stake.
Well it looks like the market doesn't seem to care.
Ticker: $DIS
Nelson Peltz sells entire Disney stake weeks after losing proxy battle
Ticker: $DIS
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@DramaAlert
I think you're getting a little bit desperate if you're just going to blatantly lie and don't even have the courtesy to watch the video.
He's still going to make a video here and there. Just going to focus on family, friends and mental health.
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$BRK - Berkshire Hathaway operating earnings jump 28% in the fourth quarter, cash pile surges to record
Berkshire Hathaway posted operating earnings from businesses across insurance, railroads, and utilities of $8.481 billion in the fourth quarter. That’s 28% above the $6.625
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