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Well I guess that depends on largely on price you know the last comment about a buy but with a caveat you know we believe in the long term economics of Disney, but I think there are risks to be aware of it's difficult to really ascertain what the economic profitability is particularly in the short and medium term, and so we size it you know key I think you have to keep the sizing small, but we do believe in its pricing power and its ability to have long term volume growth opportunities we view it as a global champion I can't think of another company that does more with it with its properties to make money absolutely I mean it's a that flywheel effect and that's what gives us confidence so when you compared all the other people that are competing in this space it's a fierce competition, and it seems like a race to the bottom and really the juries still out whether streaming could even be a profitable business but with Disney a couple of things give us confidence and one is the fact that flywheel effect as you mentioned I mean they're not just selling content or say on Netflix it might be one and done they're selling experiences they're selling rides they're selling a cruise they're selling consumer merchandise and toys and everything else and that flywheel allows them to price their content lower and still remain profitable over time combined with the fact that their content has a longer shelf life like I say instead of one-and-done these are things that are cross generational, and they can keep resurrecting and using over and over for generations to come and so it's a different concept in other words one is Ryan trying to get as many users as possible a land grab for users and amortize it across many and its questionable how that will work out whereas Disney strategy is we don't need to run so fast on the treadmill and constantly make new content we could slow down and monetize through that flywheel so Brian I'm curious as a shareholder do you like the fact that Disney is going into a business that is so costly that will require money in order to I mean they've been a very you know sort of a conservative sort of business you can value the theme-park and value all the other property and in this streaming war you don't really have a good sense I mean they can say they're going to spend X Y & Z but Reed Hastings just last night at the deal book conference said that he's going to spend more I mean this is an arms race for content here that Disney is entering yeah and I agree and so yes and no I mean its concerning because but the fact of the matter is they have to do it and to me, it's incredible to see how many businesses do you see where the CEO has the guts to disrupt their own business, but I like seeing that here's a CEO who has a long term viewpoint and I think that's one of the things that's made us successful at YCG is we don't just focus on the short run were looking at okay despite the murkiness and the messiness of the numbers that are...
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