### Comment:
This might just be an observation from their theme parks branch. If this was a system wide exploit then perhaps it could’ve been exploited by other branches as well. 
  
 Lots of uncertainty. My main concern is that SEC would’ve let this one die out if no merit was found. We’ll see where we go from here

### REPLY:
Yeah that's fair, but I compare their P&amp;R revenue numbers to Universal (what Comcast tells us) and SeaWorld pretty often, and I don't see any glaring discrepancy there. 
  
 Their revenue numbers look very reasonable based on the # of parks/# of hotel rooms they have and what they expect for average revenue per consumer. 
  
 I've never seen anything that suggests that their revenue numbers are massively off the mark.

### END.