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Post by bbg95 on Jul 31, 2023 12:07:59 GMT -5
Nobody want to talk about how bad of shape Disney is in financially and plenty of talk of Disney dumpling ESPN. Doesn’t sound very stable to me if I’m SEC. Anyone who refuses to accept that Disney is in financial trouble is living a lie It's not like ESPN is going anywhere for the duration of the SEC's contract. Even if Disney sells ESPN, the SEC will still get paid.
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Post by Deleted on Jul 31, 2023 12:13:44 GMT -5
Nobody want to talk about how bad of shape Disney is in financially and plenty of talk of Disney dumpling ESPN. Doesn’t sound very stable to me if I’m SEC. Anyone who refuses to accept that Disney is in financial trouble is living a lie It's not like ESPN is going anywhere for the duration of the SEC's contract. Even if Disney sells ESPN, the SEC will still get paid. They are trying to find partners now to curb some of their costs and nobody is biting. Comcast already turned them down. My point is Disney isn’t in any position to offer any more money then what’s already there
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Post by eotexas5 on Jul 31, 2023 12:17:18 GMT -5
It's not like ESPN is going anywhere for the duration of the SEC's contract. Even if Disney sells ESPN, the SEC will still get paid. They are trying to find partners now to curb some of their costs and nobody is biting. Comcast already turned them down. My point is Disney isn’t in any position to offer any more money then what’s already there Apple is most likely going to make a play for ESPN but because there aren't any other buyers, they'll have to pay a higher price than they want. As soon as another "serious" offer comes in with ESPN, Apple will make their move.
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Post by huskerjen on Jul 31, 2023 12:22:42 GMT -5
They are trying to find partners now to curb some of their costs and nobody is biting. Comcast already turned them down. My point is Disney isn’t in any position to offer any more money then what’s already there Apple is most likely going to make a play for ESPN but because there aren't any other buyers, they'll have to pay a higher price than they want. As soon as another "serious" offer comes in with ESPN, Apple will make their move. Am I misunderstanding what you wrote? If Apple is the only suitor, then Disney becomes a price taker and Apple can lowball them. If other offers come in, then Apple will have to bid against the other suitors which drives the price of ESPN up.
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Post by bbg95 on Jul 31, 2023 12:23:48 GMT -5
It's not like ESPN is going anywhere for the duration of the SEC's contract. Even if Disney sells ESPN, the SEC will still get paid. They are trying to find partners now to curb some of their costs and nobody is biting. Comcast already turned them down. My point is Disney isn’t in any position to offer any more money then what’s already there It's a moot point because the SEC isn't expanding anyway. There isn't anyone available that they'd want because the top remaining brands are all in the ACC. There isn't really extra money for the Big Ten to expand either unless Notre Dame suddenly wants to join and can get out of its ACC contract.
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Post by Deleted on Jul 31, 2023 12:35:05 GMT -5
They are trying to find partners now to curb some of their costs and nobody is biting. Comcast already turned them down. My point is Disney isn’t in any position to offer any more money then what’s already there Apple is most likely going to make a play for ESPN but because there aren't any other buyers, they'll have to pay a higher price than they want. As soon as another "serious" offer comes in with ESPN, Apple will make their move. That’s will get tied up for a long time. You can’t let any one company get too big. They already failed in their job with Disney. There has to be competition in the market place. You can let a couple companies monopolize the market. Atleast they are not suppose to. No big company is going to be allowed to buy Disney as a whole. It will be broken down into parts and sold off
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Post by eotexas5 on Jul 31, 2023 12:36:55 GMT -5
Apple is most likely going to make a play for ESPN but because there aren't any other buyers, they'll have to pay a higher price than they want. As soon as another "serious" offer comes in with ESPN, Apple will make their move. Am I misunderstanding what you wrote? If Apple is the only suitor, then Disney becomes a price taker and Apple can lowball them. If other offers come in, then Apple will have to bid against the other suitors which drives the price of ESPN up. I imagine that Apple is waiting to see what someone else would offer compared to the actual valuation of the Disney. Because Apple is an outlier in that it's in a great cash position, they probably think that Disney will try to take advantage of that to drive up the price. I imagine Apple doesn't want to offer first and get stuck with paying a higher than expected cost. I just don't see any other suitors wanting to take on ESPN so I feel like Apple should just bite the bullet and do it.
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Post by Deleted on Jul 31, 2023 12:39:13 GMT -5
Am I misunderstanding what you wrote? If Apple is the only suitor, then Disney becomes a price taker and Apple can lowball them. If other offers come in, then Apple will have to bid against the other suitors which drives the price of ESPN up. I imagine that Apple is waiting to see what someone else would offer compared to the actual valuation of the Disney. Because Apple is an outlier in that it's in a great cash position, they probably think that Disney will try to take advantage of that to drive up the price. I imagine Apple doesn't want to offer first and get stuck with paying a higher than expected cost. I just don't see any other suitors wanting to take on ESPN so I feel like Apple should just bite the bullet and do it. ESPN is a dying brand. Nobody wants the woke trash they spout and you have so much streaming now ESPN is a dinosaur that’s about to go extinct. Regardless of what political views people have , it’s been proven over and over and over that when you inject that into entertainment it fails every time
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Post by eotexas5 on Jul 31, 2023 12:41:20 GMT -5
I imagine that Apple is waiting to see what someone else would offer compared to the actual valuation of the Disney. Because Apple is an outlier in that it's in a great cash position, they probably think that Disney will try to take advantage of that to drive up the price. I imagine Apple doesn't want to offer first and get stuck with paying a higher than expected cost. I just don't see any other suitors wanting to take on ESPN so I feel like Apple should just bite the bullet and do it. ESPN is a dying brand. Nobody wants the woke trash they spout and you have so much streaming now ESPN is a dinosaur that’s about to go extinct oh brother...
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Post by Deleted on Jul 31, 2023 12:42:49 GMT -5
ESPN is a dying brand. Nobody wants the woke trash they spout and you have so much streaming now ESPN is a dinosaur that’s about to go extinct oh brother... It’s true. It doesn’t matter what side someone is on. People don’t want politics in their entertainment.
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Post by eotexas5 on Jul 31, 2023 12:47:02 GMT -5
It’s true. It doesn’t matter what side someone is on. People don’t want politics in their entertainment. Speak for yourself. In the same way that you claim "it doesn't matter what side someone is on" or "people don't want politics in their entertainment," I think there are people in this country that are just overly sensitive to ANYTHING that doesn't immediately align with their worldview. They've even come up with fancy buzzwords like "woke" to describe them. Agree to disagree.
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Post by Deleted on Jul 31, 2023 13:02:51 GMT -5
It’s true. It doesn’t matter what side someone is on. People don’t want politics in their entertainment. Speak for yourself. In the same way that you claim "it doesn't matter what side someone is on" or "people don't want politics in their entertainment," I think there are people in this country that are just overly sensitive to ANYTHING that doesn't immediately align with their worldview. They've even come up with fancy buzzwords like "woke" to describe them. Agree to disagree. The problem is companies like Disney that call everyone that’s doesn’t align with their beliefs sexist or racist as a defense and then slam consumers for all their failures and not own up to anything is why they and other companies like them are tanking. That’s why I believe those terms have no meaning anymore because so many use it as a defensive shield from criticism. Nobody takes any accountability anymore its always blaming everyone else
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Post by redbeard2008 on Jul 31, 2023 13:10:25 GMT -5
Nobody want to talk about how bad of shape Disney is in financially and plenty of talk of Disney dumpling ESPN. Doesn’t sound very stable to me if I’m SEC. Anyone who refuses to accept that Disney is in financial trouble is living a lie Not just Disney/ESPN - Fox, NBC, etc., have also grossly overpaid for sports rights. When the bubble "pops", there will be a reckoning.
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Post by Deleted on Jul 31, 2023 13:11:18 GMT -5
Nobody want to talk about how bad of shape Disney is in financially and plenty of talk of Disney dumpling ESPN. Doesn’t sound very stable to me if I’m SEC. Anyone who refuses to accept that Disney is in financial trouble is living a lie Not just Disney/ESPN - Fox, NBC, etc., have also grossly overpaid for sports rights. When the bubble "pops", there will be a reckoning. I agree. Money in sports got way out of control along time ago. It was always gonna end up here eventually. I mean for consumers you go to a game and it’s like 40 dollars for a hot dog a bottld water. Things got out of hand. I get someone is worth what someone else is willing to pay but in my opinion nobody is worth 100s of millions to play kids games. I’ve always thought that was ludicrous. Then outside of a few stadiums these teams want tax payers to fund these billionaires new stadiums
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Post by mikegarrison on Jul 31, 2023 14:30:45 GMT -5
People don’t want politics in their entertainment. So why are you introducing it here in this discussion?
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