Saturday, June 6, 2009

Marvel Vs. Mouse...



Those wacky guys over at The Motley Crew have started an interesting duel/fight...

It seems Tim Beyers and Rick Aristotle Munarriz are in a disagreement over whose stock you should buy, Disney or Marvel. It's an interesting analysis of the companies and a good read. Give it a look. Rick Aristotle Munarriz's pitch for Mickey Mouse is here. Tim Beyers's pitch for Mighty Marvel is here.

See? Stock markets can be fun...

4 comments:

Anonymous said...

Beyer clearly doesn't know how much these movies ACTUALLY cost Marvel, or how much they've lost on stuff like the reboot of HULK. They're funding these pictures pretty much themselves, using Fox and whoever else as distributors who charge their fees. Marvel has a broad but finite cast of exploitable properties that have mainstream appeal, and a few more mixed bags like they've had recently (aside from IRONMAN and the SPIDEY franchise) are going to cause them some serious cashflow issues.

Marvel can enjoy profits from toys and other merchandising, but they don't have anywhere near the crosspollination strength Disney enjoys and will continue to enjoy.

The sheer diversity of Disney's product dwarfs Marvel's potential - both in access to broader demographics and in the number of properties and how they can be revisited.

Kind of surprised that Beyer was permitted to post such a subpar argument.

Anonymous said...

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jedited said...

I hedged my bets by owning both. Although I only own 5-6 shares of Marvel and 50+ shares of Disney.
However, Marvel is the only one that I am making money on. I think I'm down $300+ on Disney.

Anonymous said...

Looks like it doesn't matter now that the Mouse is buying Marvel. Can't wait to see the heroes incorporated into the parks!