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modest proposal
@modestproposal1
, 4 tweets, 2 min read Read on Twitter
Matt looks at media evolution through Disney segment margins
I did similar with the various segments as a percent of total DIS operating income
Was curious what returns looked like at the segment level. This is based on 10-K disclosures of Operating Income and Identifiable Assets by segment. So this is pre tax ROA, as allocated, and before the segments were recently revised. Amazing the studio is approaching Media Nets.
Assuming a constant 25% tax rate over time to normalize returns, this is NOPAT/Assets, again as allocated. All three big segments have double digit after tax returns on assets.
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modest proposal
@modestproposal1
This S-1 is dense. Reading it on a phone at 30K feet is tough. But I am impressed that they elected to show an illustrative example of a negative take rate ride sharing transaction to show how drivers incentives and excess drivers incentives work.
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modest proposal
@modestproposal1
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modest proposal
@modestproposal1
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Matthew Ball
@ballmatthew
Disney's operating income margins since 2001 tells quite the story of Disney, cinematic universes and Pay-TV disruption.
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