D&D General Hasbro activist begins proxy fight, urges Dungeons & Dragons spinoff

[Dannyalcatraz]

Yes, I will. I'm by nature a free human and horribly politically incorrect. I will mod my behavior here to conform with the stringent rules.

Mod Note:

This is borderline challenging moderation, but I’m letting you slide. Snark directed at the moderation staff only serves to increase your odds of being booted from the website.

Please be better going forward.

 

[Henadic Theologian]

Hasbro Stock Leaps As Activists Push For 'Wizards of the Coast', Spin-off, Board Changes | TheStreet

This gave Hasbro a nice stock bump. I don't think Alt Fox would gave gone pubic with this if they didn't have powerful allies that own a lot of stock, not with them owning 2.5%. Does anyone one know who the biggest Shareholders of Hasbro stock are?

Either way I see this as being a lot of pressure on Hasbro to reinvest heavily in WotC either way. So hoping this works out.

 

[Henadic Theologian]

Top 10 Owners of Hasbro IncStockholderStakeShares
ownedTotal value ($)Shares
bought / soldTotal
changeCapital Research & Management Co....11.17%15,406,0311,424,749,747+649,789+4.40%The Vanguard Group, Inc.11.07%15,275,3281,412,662,333+630,889+4.31%BlackRock Fund Advisors4.76%6,559,013606,577,522+92,035+1.42%Janus Capital Management LLC4.22%5,826,465538,831,483+72,709+1.26%SSgA Funds Management, Inc.3.66%5,048,055466,844,126+19,678+0.39%JPMorgan Investment Management, I...2.56%3,527,189326,194,439-422,354-10.69%Geode Capital Management LLC1.77%2,434,716225,162,536+73,544+3.11%Boston Partners Global Investors,...1.76%2,431,930224,904,886+31,814+1.33%Charles Schwab Investment Managem...1.63%2,242,550207,391,024+96,729+4.51%BlackRock Investment Management (...1.60%2,211,949204,561,044+313,726+16.53%

 

[Henadic Theologian]

I was thinking about what kind of investments in WotC should be made and the top one A-side from increase investment in Arena, is buying Games Work Shop. Not only do you get the Warhammer IPs which are super valuable, you get expertise in profitable book publishing, miniatures, and so on, all of which WotC can use. So much potential value to be had. It's also publically traded.

 

[Jd Smith1]

If everyone would remember that shareholders have money, and follow what the changes will do for the shareholders they'd do better. Like most things in modern life if you follow all the money decision everything usually makes sense

Like everything in history, follow the money.

But isn't the bulk of WotC's profits actually from Magic?

 

[LuisCarlos17f]

Hasbro buying Games Workshop? Possible, but we don't know if it may be probable. Not yet.

Do you really think Hasbro failed promoting their own brands? My opinion is Alta Fox is wrong, and Hasbro should continue developing their own IPs. I wouldn't be too surprise if Hasbro adquires more brands, even some little 3PPs with economic problems, but with some good ideas.

WotC within Hasbro is stronger to negotiate partnership deals with other megacorporations about possible adaptations, for example intercompany crossovers with Magic: the Gathering, or adaptations of famous videogames. WotC made a lot of money with Star Wars RPG. I guess more than Fantasy Flight Games with that new system. (I could buy as gift for my niece Star Wars d20, even if she doesn't understand the rules of the game system, but the last game by FFG... I don't feel confortable, I don't get used).

Why after to plant fruit trees and await are you going to sell them when they have started to produce fruits?

Sorry, maybe my level of English languange is not enough good but... doesn't this sound like actions of "corporate raiders" or "baron robbers"? What if the goal of this isn't the independence of WotC, at all, but a change to be controlled by new owners?

2022 will be a year with a lot of troubles in the entertaiment industry. I have speculated about possible mergers and adquisitions, but I couldn't imagine a possible demerger.

 

[oreofox]

Hasbro doesn't relinquish something once they get it. I would be greatly surprised if they cut out WotC, especially since it wouldn't surprise me if WotC was quite a huge chunk of their income. I wouldn't be against it, but I don't see it happening.

 

[bedir than]

You take $100 of Hasbro and get $50 of Hasbro and $50 of WotC, or some such ratio. Now, everyone can see that these Wizards are buying cardboard and printing Gold because no distractions, D&D movie good,

Wanted to review this and stop right at the D&D movie and remind everyone that the division of Hasbro making the D&D movie, and tv shows, and Magic tv shows is not Wizards.
eOne is doing that, and a lot more. Like potentially billions in revenue more. The release of Hasbro shows is set to explode in the next 18 months. eOne isn't just Gray's Anatomy

 

[Parmandur]

Wanted to review this and stop right at the D&D movie and remind everyone that the division of Hasbro making the D&D movie, and tv shows, and Magic tv shows is not Wizards.
eOne is doing that, and a lot more. Like potentially billions in revenue more. The release of Hasbro shows is set to explode in the next 18 months. eOne isn't just Gray's Anatomy

Yeah, smallmindedness about the potential in media synergy shows how clueless these cats are.

 

[Ruin Explorer]

eOne is doing that, and a lot more. Like potentially billions in revenue more. The release of Hasbro shows is set to explode in the next 18 months. eOne isn't just Gray's Anatomy

Interesting, they very much are not just that, I see, looking them up. The shows they're doing make me slightly more hopefully about potential D&D TV shows, at least in terms of the minimum quality level they're likely to accept.