Comments on: Celluloid Arb http://allaboutalpha.com/blog/2007/06/13/cellulose-arb/ Hedge funds, portable alpha, 130/30 and alpha-centric investing Fri, 19 Mar 2010 07:52:26 +0000 http://wordpress.org/?v=abc hourly 1 By: allaboutalpha.com: Welcome to AllAboutAlpha.com http://allaboutalpha.com/blog/2007/06/13/cellulose-arb/comment-page-1/#comment-12998 allaboutalpha.com: Welcome to AllAboutAlpha.com Tue, 03 Jul 2007 00:24:07 +0000 http://allaboutalpha.com/blog/2007/06/13/cellulose-arb/#comment-12998 [...] Most demand curves are downward-sloping, which means some buyers are willing to pay a lot more than others for the same product.  Naturally, a producer would want to offer their wares at the highest price than can be extracted from each buyer or segment of buyers.  Anyone who lined up for Apple’s new US$600 iPhone recently is well aware of this phenomenon.  The successive release of a movie in theaters, then DVD, then pay TV, and then on network television can also be described as “skimming the consumer surplus” (see related posting).  [...] [...] Most demand curves are downward-sloping, which means some buyers are willing to pay a lot more than others for the same product.  Naturally, a producer would want to offer their wares at the highest price than can be extracted from each buyer or segment of buyers.  Anyone who lined up for Apple’s new US$600 iPhone recently is well aware of this phenomenon.  The successive release of a movie in theaters, then DVD, then pay TV, and then on network television can also be described as “skimming the consumer surplus” (see related posting).  [...]

]]> By: selectfilmfund.com http://allaboutalpha.com/blog/2007/06/13/cellulose-arb/comment-page-1/#comment-12361 selectfilmfund.com Mon, 25 Jun 2007 16:30:21 +0000 http://allaboutalpha.com/blog/2007/06/13/cellulose-arb/#comment-12361 Thanks for posting such an interesting theory. It seems to leave out revenue streams from Foreign pre sales/licensing, and various Tax incentives, as well as other kinds of combo financing packages that offset film costs. For instance, the financing package Paramount Pictures put together for the Lara Croft: Tomb Raider deal that they utilized a German Tax shelter and profited before the movie began production. Using a similar model, risk can be significantly mitigated and profits can be seen before movies are made. Thanks for posting such an interesting theory. It seems to leave out revenue streams from Foreign pre sales/licensing, and various Tax incentives, as well as other kinds of combo financing packages that offset film costs. For instance, the financing package Paramount Pictures put together for the Lara Croft: Tomb Raider deal that they utilized a German Tax shelter and profited before the movie began production.

Using a similar model, risk can be significantly mitigated and profits can be seen before movies are made.

]]> By: Good to Go Pile . . . « Trading for the Masses http://allaboutalpha.com/blog/2007/06/13/cellulose-arb/comment-page-1/#comment-11361 Good to Go Pile . . . « Trading for the Masses Thu, 14 Jun 2007 19:28:32 +0000 http://allaboutalpha.com/blog/2007/06/13/cellulose-arb/#comment-11361 [...] Celluoid ARb [...] [...] Celluoid ARb [...]

]]> By: Thursday links: public poison pen « Abnormal Returns http://allaboutalpha.com/blog/2007/06/13/cellulose-arb/comment-page-1/#comment-11343 Thursday links: public poison pen « Abnormal Returns Thu, 14 Jun 2007 15:51:56 +0000 http://allaboutalpha.com/blog/2007/06/13/cellulose-arb/#comment-11343 [...] All About Alpha with a really interesting post on how one might generate some alpha from the film industry. [...] [...] All About Alpha with a really interesting post on how one might generate some alpha from the film industry. [...]

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