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Just smoked meat, no Montreal in front of it. :p And St. Viateur for bagels if you want the best in the city. For those that do not know, smoked meat is the Montreal version of pastrami (or corned beef). Unfortunately my trips back to my home country are always to Toronto these days. Toronto...

There are usually enough pizza places in the main business areas that any place that is crappy will suffer quickly for business and go under. I have run into the odd slice or 2 over 40 years of experience there that was not amazing, but I have found there is good pizza and even better pizza...

There are only 3 cities I have been to where the average person walking down the street walks like they own the whole Fing world. NYC. London. Shanghai. I lived just outside of NYC and worked in the city and I have lived in Shanghai. People walk the same damned way in NYC and Shanghai. London is...

It is not just the pizza places themselves (no pizza place in NYC survives if it is not good), the ruthless competition for quality has driven the supply of dough and sauce and cheese down to a very small number of suppliers that serve the industry there. So you have consistent and very high...

What I have enjoyed about bagels is listening to New Yorkers go on about how they have the only one true bagel and then suggesting that maybe they should try the ones from Montreal (where I grew up) and then seeing confusion in their eyes as they admit that bagels can be good in other places as...

The conspiracy theories and outright weird takes on public companies used to annoy me, now I just find them funny.

The companies I have been at had pretty solid internal legal departments (I even ran a decent sized one for almost 5 years and I am not a lawyer). More company specific routine matters were well handled by them and we went outside when we needed to. The in-house team was always good and talking...

Almost all the spells that impose conditions get an inital save and then a series of saves there after and other players can do something in many cases to get rid of the condition. Counterspell is about the same as the DM just telling them no, they cannot use their ability they have been waiting...

UU no. Balanced because players and monsters can use it but they used a super vanila design with only spell level mattering and the caster not being able to push a spell through unless they had counterspell themselves. The initial caster always wins a duel now because they can react to the...

All remaining intangibles would have to be evaluated and I think there is around $4B left. Goodwill alone is $3.1B. I am not a tax expert. I think in the USA certain goodwill is amortizable over 15 years for tax purposes and you do get a deduction if it is impaired, but that is just what I...

They already have lost enough to make “bloodbath” an adjective that I am comfortable using. I have a feeling that they will have another huge write off as well. I did not read through the risk factors and all the MD&A to see if anything was buried there.

https://www.sec.gov/edgar/browse/?CIK=46080&owner=exclude All the quoted reports can be found via the link above. I was off on the purchase price by about $800M. From 2021 10-K: "On December 30, 2019, the Company completed its acquisition of eOne, a global independent studio that specializes...

Their most recent 10-Q "Impairment of Film and TV Reporting Unit During the second quarter of 2023, the Company determined that a triggering event occurred following a downward revision of the Company's financial forecast for its Film and TV business, driven by challenging industry conditions...

At this point there is not much more I can see that can be added to this topic. It seems very straitforward to me. Box office receipts and estimated streaming revenue resulted in a $25M write-off for Hasbro. There is no question that the company with the most information and a brand new CFO...

Just the accounting explanation in the write-off, which you grabbed the wrong body of work. Goodwill impairment is different than what is basically an inventory write-off. Hasbro stock was up - the sale of e-one was. Or a complete disaster and the forecasted revenue is poorer than initial...

I am not sure why you added a whole bunch of irrelevant accounting to your analysis. Plus, the $25M of assets was clearly identified - production costs of the D&D movie. I am an accountant and impairment of goodwill really is not relevant. This was not a acquisition. Part of the cost of the...

“The company said its margins at its entertainment segment are expected to decline due to industry strikes as well as a $25 million “Dungeons & Dragons: Honor Among Thieves” production asset impairment charge.” Their estimates of future revenue obviously did not cover the asset they had (cost)...

The Paladin scene was the one I liked the most in the whole movie. He was obviously the DM’s character dropped into the adventure to make getting the quest object possible and he was a great representation of the better than you and holier than though old school Paladin.

I am not sure why Mistwell is demanding to know a poster's credentials (I guess job or resume). It is not like they posted a link to their Linkedin page when they made strong claims as well. In that same post they make claims showing why industry experts (media) are saying that the movie was a...

Disney stock took a big hit today and streaming costs are a reason. I think the new wisdom about this value that steaming services provide is starting to take a hit.