[famouswaffles]

Share price isn't the be all end all.

Disney has steamrolled Hollywood for the last decade, bringing in by far the biggest global box office revenue in 7 consecutive years out of 8. They have more billion dollar box office movies than every other studio co mbined. This kind of dominance was unheard of in the history of Hollywood.

Setting box office aside, Disney revenue has tripled since Iger took over and is twice as much as it should be adjusted for inflation.

The idea that the company has underperformed for the last 10 years or that they spend millions "on a whim" is a joke. And using share price as some justification is even more absurd, share price was double what it was today just in 2021.

[eurekin]

> The idea that the company has underperformed for the last 10 years ... is a joke

Did you even read the Triad Partners quote from their letter? It's their words, not mine.

[famouswaffles]

There is no quote that says that.

"Earnings per share (“EPS”) in the most recent fiscal year were lower than the EPS generated by Disney a decade ago"

is not the same as "underpeforming for a decade".

all that says is that EPS is currently low, not that it has been low and reducing/stagnant for a decade.

[eurekin]

Ok, it's quite possible I just didn't understand the writing. How about this part?

> Disney shareholders were once over $200 billion wealthier than they are now

Is that an exaggeration?

[eurekin]

From here:

https://filmthreat.com/news/male-and-pale-is-stale-responses...

  As a result, the money generated by the industry has seen a 
  remarkably noticeable drop. The rise of the term “flop buster”
  (in response to so many films like Indiana Jones and the 
  Dial of Destiny underperforming at the box office) seems to 
  be directly related to mainstream audiences’ wholesale rejection
  of the over-messaging they see hijacking entertainment.

addresses your "it's just nature of Box Office" flopping argument