DISNEY, WILL WE SEE A THANOS SNAP ERASING 50% OF ALL GAINS?
I have a lot to talk about with Disney.
1. Why is this company special?
I would likely say, high ticket marketing, collectables/toys, and Disney+. Out of those, I would say toys and collectables.. whatever. High ticket marketing for rich people at parks are always a money maker, minus a coming shutdown or another big virus.
2. More into Disney+, SPECIFICALLY MARVEL, I hear they are running out of content ideas.
The big money maker is 100% without a doubt not star wars, but marvel. I refuse to believe that any rumor of "running out of ideas" is true. First of all, I feel like I can think of hundreds.
If they are truly running out of content for Disney+ and want a cheap fix, they literally already created the perfect scenario to really pump out content. Basically, one of the best things you'll ever see in Cinema is the End Game battle. They created a moment where everyone suddenly appeared (Some 100+ characters) and started to battle against a bunch of other characters. Well, first of all, this scene can carry Disney for another 10 years if they wanted it to. In other words, there was a lot of things that happened off screen between the hulk snapping people back, and the teleportation into the battle. That is easy to create content, from the moment a character "wakes up" and gets pulled into a massive battle. Each character could get a 45 minute episode from their point of view waking up and walking through the teleport, and then make it a two-parter where we see their point of view in the battle. Want to save money, Make it first person film style. That way you really only need the characters voice, and whoever the story has them around before getting teleported into the battle. Creating the battle may be a little more difficult but in the end, most of the work should be done and now you're viewing a single characters viewpoint from the entire fight. That could create literally so much content to keep fans engaged rather than waste a ton of money on a lot of "meh" shows. I also wonder if this counts as them using a character and retaining the copy right. IT would be quite easy to keep up with every character and not have to dump them into the most random spots in random movies and shows.
Second part to how can Disney use Marvel to make more money. Well, it relates to the idea above, and involves VR. I'm willing to bet fans would pay crazy money for a game that allows them to battle along side their favorite avengers in the actual move scene. It would be more like a Disney ride in that the VR would be scripted to a degree (like moving down a track), but ultimately, they could use a lot of technology with videogames that makes the battle unique to the player jumping in. Here's the kicker, if you allow the "players" or viewer to buy custom "superhero" gear to wear during the battle, you get those sweet sweet microtransactions.
Even more so, I'm sure with AI or something, I bet you could literally rewrite each script and make it multiversal, unique to each player all the way though, allowing other players to play within their universe or one of their own. I'd imagine it's possible to have the scenarios lead to ultimately the same situations no matter the actions of the player, but the individual gameplay with vary and have different outcomes (similar to the Walking dead game, but hopefully way better and more realistic with real time choices).
Again, I refuse to believe the cash cow that is Marvel is tapped out of ideas.
Disney+, WHAT ELSE?
Cinematic Universe (Marvel, Star Wars, Mighty Ducks, Pixar, and so many more)
Why is a cinematic universe great. Well, it allows for usage of the popular titles, with crossover and guest spots. Marvel with the Multiverse almost allows for free creation. It allows them to kill off expensive characters and still potentially bring them back when their contract demands are less. It allow for the creation of so many different stories within the main story.
It allows people to feel nostalgia while also seeing new and engaging content. If you don't see where I'm going with everything I've said so far, THEY ARE CREATING A DIGITAL VERSION OF THEIR THEME PARKS. Which leads to the metaverse.
The Metaverse
Con, the headsets are big, bulky and expensive.
Well, what if a company like Disney, that has literally so much money, was able to design slim VR goggles that are basically sunglasses.
They could theoretically get the cost down cheap enough that they could eat a short term loss and give them out to the "people" nearly free and then make a huge amount of money from data and microtransactions/content in the long term.
Subscriptions are going to be a big model in the future, a lot of companies seem to be going this route for this reason.
There are only so many viewing hours per person, and each company will want them to use their online services. Similar to how google is the search engine and has created youtube to be the How To website. In other words, you use google to search, you stay on google to watch and google makes a lot of ad money and facebook doesn't because you were on google the whole time.
Theme Parks
Cool but expensive, imo Disney should sell the parks and keep the land. Tap into the Digital theme park world and go all in. Let a smaller company worry about the theme parks.
Gambling
Espn, sports, Disney, streaming. Going back to VR, imagine if Disney used ESPN to setup cameras all over the stadiums allowing VR users to pay for VR seats and watch a live game as if they were there. I really think Disney should go all in on the VR at home Cinematic universe experience rather than waste time on much else. But that is my opinion, all of this is my opinion so please note that. I think gambling could be quite big. Especially with Crypto. Disney is a big enough company to back the value of a token for their platforms. They takes cash, you get token, they spend cash, you spend token, you cash token in for cash, they likely used your cash for something but give you other cash. Ya know, banks or something like that..
TECHNICALS
Okay, so what about the chart.
well, to keep this quick because I tried to make the chart as simple as possible.
Trend A breaks to Trend B which breaks to Trend C, which is crazy strong. Both B and C are, which means, B will likely be the midterm trend that it could hit and slip under allowing a buy on a bounce to the upside.
If C breaks, it likely is a covid like crash scenario, and the price target of 29 springs the price quite high. So if that were to occur, I'd probably consider buying into the fear.
I included 29 and 200+ as the high potential and low potential targets in the long term. Personally, I like the rejection coming pretty soon around 111 which could retrace down to 83ish. Before seeing another move to the upside. However it's so hard to tell what it will do at time being. No earnings until MAY, meaning a covid like crash and recovery once people hear earnings in May fits the timeline fairly well. All stocks are showing a top, you have Bezos selling Amazon shares, you have multiple massive sport franchises being sold, huge companies being bought by even bigger companies.. The drop is coming, the big big big return bounce is coming and that can lead to a depression without question. Which then leads to crypto being king for awhile.
Alright, if you made it through that, congrats, and THANK YOU for following along, whether you agree or not.
Good luck!!
1. Why is this company special?
I would likely say, high ticket marketing, collectables/toys, and Disney+. Out of those, I would say toys and collectables.. whatever. High ticket marketing for rich people at parks are always a money maker, minus a coming shutdown or another big virus.
2. More into Disney+, SPECIFICALLY MARVEL, I hear they are running out of content ideas.
The big money maker is 100% without a doubt not star wars, but marvel. I refuse to believe that any rumor of "running out of ideas" is true. First of all, I feel like I can think of hundreds.
If they are truly running out of content for Disney+ and want a cheap fix, they literally already created the perfect scenario to really pump out content. Basically, one of the best things you'll ever see in Cinema is the End Game battle. They created a moment where everyone suddenly appeared (Some 100+ characters) and started to battle against a bunch of other characters. Well, first of all, this scene can carry Disney for another 10 years if they wanted it to. In other words, there was a lot of things that happened off screen between the hulk snapping people back, and the teleportation into the battle. That is easy to create content, from the moment a character "wakes up" and gets pulled into a massive battle. Each character could get a 45 minute episode from their point of view waking up and walking through the teleport, and then make it a two-parter where we see their point of view in the battle. Want to save money, Make it first person film style. That way you really only need the characters voice, and whoever the story has them around before getting teleported into the battle. Creating the battle may be a little more difficult but in the end, most of the work should be done and now you're viewing a single characters viewpoint from the entire fight. That could create literally so much content to keep fans engaged rather than waste a ton of money on a lot of "meh" shows. I also wonder if this counts as them using a character and retaining the copy right. IT would be quite easy to keep up with every character and not have to dump them into the most random spots in random movies and shows.
Second part to how can Disney use Marvel to make more money. Well, it relates to the idea above, and involves VR. I'm willing to bet fans would pay crazy money for a game that allows them to battle along side their favorite avengers in the actual move scene. It would be more like a Disney ride in that the VR would be scripted to a degree (like moving down a track), but ultimately, they could use a lot of technology with videogames that makes the battle unique to the player jumping in. Here's the kicker, if you allow the "players" or viewer to buy custom "superhero" gear to wear during the battle, you get those sweet sweet microtransactions.
Even more so, I'm sure with AI or something, I bet you could literally rewrite each script and make it multiversal, unique to each player all the way though, allowing other players to play within their universe or one of their own. I'd imagine it's possible to have the scenarios lead to ultimately the same situations no matter the actions of the player, but the individual gameplay with vary and have different outcomes (similar to the Walking dead game, but hopefully way better and more realistic with real time choices).
Again, I refuse to believe the cash cow that is Marvel is tapped out of ideas.
Disney+, WHAT ELSE?
Cinematic Universe (Marvel, Star Wars, Mighty Ducks, Pixar, and so many more)
Why is a cinematic universe great. Well, it allows for usage of the popular titles, with crossover and guest spots. Marvel with the Multiverse almost allows for free creation. It allows them to kill off expensive characters and still potentially bring them back when their contract demands are less. It allow for the creation of so many different stories within the main story.
It allows people to feel nostalgia while also seeing new and engaging content. If you don't see where I'm going with everything I've said so far, THEY ARE CREATING A DIGITAL VERSION OF THEIR THEME PARKS. Which leads to the metaverse.
The Metaverse
Con, the headsets are big, bulky and expensive.
Well, what if a company like Disney, that has literally so much money, was able to design slim VR goggles that are basically sunglasses.
They could theoretically get the cost down cheap enough that they could eat a short term loss and give them out to the "people" nearly free and then make a huge amount of money from data and microtransactions/content in the long term.
Subscriptions are going to be a big model in the future, a lot of companies seem to be going this route for this reason.
There are only so many viewing hours per person, and each company will want them to use their online services. Similar to how google is the search engine and has created youtube to be the How To website. In other words, you use google to search, you stay on google to watch and google makes a lot of ad money and facebook doesn't because you were on google the whole time.
Theme Parks
Cool but expensive, imo Disney should sell the parks and keep the land. Tap into the Digital theme park world and go all in. Let a smaller company worry about the theme parks.
Gambling
Espn, sports, Disney, streaming. Going back to VR, imagine if Disney used ESPN to setup cameras all over the stadiums allowing VR users to pay for VR seats and watch a live game as if they were there. I really think Disney should go all in on the VR at home Cinematic universe experience rather than waste time on much else. But that is my opinion, all of this is my opinion so please note that. I think gambling could be quite big. Especially with Crypto. Disney is a big enough company to back the value of a token for their platforms. They takes cash, you get token, they spend cash, you spend token, you cash token in for cash, they likely used your cash for something but give you other cash. Ya know, banks or something like that..
TECHNICALS
Okay, so what about the chart.
well, to keep this quick because I tried to make the chart as simple as possible.
Trend A breaks to Trend B which breaks to Trend C, which is crazy strong. Both B and C are, which means, B will likely be the midterm trend that it could hit and slip under allowing a buy on a bounce to the upside.
If C breaks, it likely is a covid like crash scenario, and the price target of 29 springs the price quite high. So if that were to occur, I'd probably consider buying into the fear.
I included 29 and 200+ as the high potential and low potential targets in the long term. Personally, I like the rejection coming pretty soon around 111 which could retrace down to 83ish. Before seeing another move to the upside. However it's so hard to tell what it will do at time being. No earnings until MAY, meaning a covid like crash and recovery once people hear earnings in May fits the timeline fairly well. All stocks are showing a top, you have Bezos selling Amazon shares, you have multiple massive sport franchises being sold, huge companies being bought by even bigger companies.. The drop is coming, the big big big return bounce is coming and that can lead to a depression without question. Which then leads to crypto being king for awhile.
Alright, if you made it through that, congrats, and THANK YOU for following along, whether you agree or not.
Good luck!!
Note
So, are we calling this a "Snap" or do we want it to go a bit lower first.
ONE THING IS FOR SURE, The bounce back will be huge.
Cashapp: $nicktussing
Venmo: @nicktussing
Donations appreciated, NOT AT ALL REQUIRED OR EXPECTED.
Venmo: @nicktussing
Donations appreciated, NOT AT ALL REQUIRED OR EXPECTED.
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