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, 8 tweets, 3 min read
It is quite possible this is all a negotiating ploy, but it's crazy to remember that DTV reupping Sunday Ticket was a condition that AT&T fought for, and won, as a condition to close the DTV acquisition. wsj.com/articles/direc…
actually a condition to close
Stankey now says "Sunday Ticket's value to the company has peaked" and "There's less profitability to support the decision".
But this was clear from the start
Sunday Ticket loses at least $500M. Let's say a DTV sub generates $600/year in GP. They would have to lose 850K subs out of the 2M Sunday Ticket subscribers to justify the losses.
anyway, it's strategery all the way down so trying to make sense of any of this is a waste of time
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modest proposal
@modestproposal1
Have seen many people scratch their head about the 3 year discounted Disney+ pricing. @ballmatthew makes the point it's partly about bridging till the catalog returns in full. But I think also that the LTV of Disney+ subs includes benefits to other divisions and time is a friend.
@ballmatthew This is a great summary the end vs means argument
@ballmatthew Here's the point made again ballmatthew.substack.com/p/working-samp…
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modest proposal
@modestproposal1
Axios on WeWork: "One source says that there's probably enough money to get through Thanksgiving, but not to Christmas."

Not piling on, but a serious question. Shouldn't the S-1 have had a risk factor like "if we are unable to complete this IPO, we may not be a going concern?"
If their FY end was 6/30 or 9/30, wouldn't they have gotten a qualified audit opinion if they actually are running out of money?

I'm not an accounting expert, but rereading the risk factors and liquidity sections, you do not get the sense they are out of money in 3 months!
So the common pusbhack here is that is a not a risk faced by investors because you are only an investor if the IPO is completed, as pointed out by Matt Levine

Read 4 tweets
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modest proposal
@modestproposal1
The funny thing is that post this "deal", the net result is a higher US trade deficit, higher Chinese trade surplus, higher ongoing level of tariffs, close to 100% pass through of the tariffs to consumers, in exchange for pre trade war level of ag purchases.
I don't even know how to draw those deadweight loss triangles
I'm disappointed we didn't buy any RMB, but I feel like there's still a chance
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