Re:Disney to Acquire Lucasfilm Ltd.
by 001sky on Tuesday October 30, 2012 @09:29PM
(#4720680)
Hulu is worth $1-2B, maybe. Its a sacrificial lamb. To each individual shareholder, its a fraction of this "value". But Hulu is near "value-less" without its rights deals (see: failed IPO). [1]
As for the rest, I think you mis-understand the logic.
The Hollywood's strategy doesn't hinge on Apple's beliefs. In the same way that the strategy in Chess of Black may be pursued absent White understanding it.
The greatest battles won, are those never fought
(to paraphrase Sun Tzu)
It used to be said tha Steve Jobs knew what a consumer wanted before he ever imagined it. It did not matter to Jobs if the consumer was unawares of the virtues of his future products. He built them anyway.
Similarly, when trying purchase financial assets, it is best to do your buying when the rest of the market does not understand your strategy. That keeps the price down, competition at bay, and the liquidity high.
Common sense says: this why hedge funds are secretive.
__________
[1] Don't think for a moment that this is not fully understood, by the owners.
As for the rest, I think you mis-understand the logic.
The Hollywood's strategy doesn't hinge on Apple's beliefs. In the same way that the strategy in Chess of Black may be pursued absent White understanding it.
The greatest battles won, are those never fought
(to paraphrase Sun Tzu)
It used to be said tha Steve Jobs knew what a consumer wanted before he ever imagined it. It did not matter to Jobs if the consumer was unawares of the virtues of his future products. He built them anyway.
Similarly, when trying purchase financial assets, it is best to do your buying when the rest of the market does not understand your strategy. That keeps the price down, competition at bay, and the liquidity high.
Common sense says: this why hedge funds are secretive.
__________
[1] Don't think for a moment that this is not fully understood, by the owners.