The Future of the MCU

I think we can all agree at this point the king of comic book speculation is the MCU.  As a huge Spidey fan I was absolutely devastated to hear that he might be leaving.  But, as much as it pains me to say this, they really don't need him.  It's easy to forget based on recent events, but the MCU did great long before Spider-Man was integrated, especially for speculators.  Who else could take a worthless group like the Guardians of the Galaxy and turn them into a gold mine?  So with that in mind, let's look at a few books that I think will receive a huge boost thanks to phase 4.

Side note before we move on, this edition of Covering The Spread was written before the slew of news came out of D23 this weekend.  I am beyond excited for the Moon Knight series, and I still think Moon Knight 1 is a great book.  However, now is not the time to buy books related to these announcements.  Everyone else will be bidding on those auctions and you can get some steals on today's books while no one is looking.

 

Thor 1

The announcement of a female Thor film seemed to get everyone very excited.  This book went from cover price to one of the hottest sellers on eBay very quickly.  But I have a theory, and I'm going to stake my reputation on it, and this book.  I think that speculators should largely ignore the theatrical pieces of the MCU.

But Brandon, you just said the MCU is the king of speculation!  Yes, well it still is, but I think that will lean much more towards the streaming side in the near future.  I'll go into more detail later, but for now let's look at some numbers.

 

Average Raw Price 29.14
10 Copies 291.37
Shipping Fees (EST) 100
Grading Fees (EST) 180
Selling Fees 69.70
Total Costs 641.07

 

9.8 Av Price 9.6 Av Price 9.4 Av Price 9.2  Av Price
137 61 50 40
2 Copies 3 Copies 4 Copies 1 Copy Total Value
274 183 200 40 697

Not the prettiest numbers.  We expect upfront costs of $571.37 and a small profit of $55.93.  That's a spread of +5.59 and an ROI of almost 10 percent.  The problem is the prices on graded copies just aren't very high. It would seem there is demand based on the raw sales, but the supply must be too high.  Everyone knows to speculate on MCU movies at this point, and too many people are looking to sell.

If you're really excited, and want to place some bets here, grab a graded copy.  But I expect this to be a one and done thing.  Natalie Portman doesn't want to keep doing these movies.  She wouldn't even be in Endgame.  I'm pretty confident she will die in this movie, so you'll want to sell before the release and not get caught holding the bag.

 

Amazing Spider-Man Annual 16

So here's where we move into the other side of the MCU: streaming.  Sure, there's a little bit of precedent here with the Netflix shows, but I think there will be a big difference.  Besides, look at the growth on Daredevil because of the Netflix series.

Anyway, this book marks the first appearance of Monica Rambeau, who will be all grown up in Wanda Vision on Disney+.  I think this is an excellent book to buy, and my favorite of the week.  But what do the numbers say.

 

Average Raw Price 33.20
10 Copies 331.98
Shipping Fees (EST) 100
Grading Fees (EST) 180
Selling Fees 152.30
Total Costs 764.28

 

9.8 Av Price 9.6 Av Price 9.4 Av Price 9.2  Av Price
346 134 93 57
2 Copies 3 Copies 4 Copies 1 Copy Total Value
692 402 372 57 1523

We expect upfront costs of $611.98 and profits of $758.72.  That's a nice spread of +75.82 and an ROI of almost 124%!  Those are spectacular numbers.  Of course this is all dependent on hitting those 9.8s, but if you see some worthy candidates, take your shot!

 

X-Men 130

Ah, yes Dazzler.  This is a character who was made fun of constantly when I was growing up.  But at the time, people speculated on her, hard.  I think now is the perfect time to take advantage of the nostalgia, and speculators should hop on board again.

My one concern is that Dazzler is headed for the red-headed stepchild of the Disney empire: Hulu.  My gut tells me that content on Disney+ will be in canon and essential viewing, and Hulu will not.  Nonetheless, I think this book is well worth looking at.

 

Average Raw Price 72
10 Copies 719.98
Shipping Fees (EST) 100
Grading Fees (EST) 180
Selling Fees 269.20
Total Costs 1269.18

 

9.8 Av Price 9.6 Av Price 9.4 Av Price 9.2  Av Price
710 209 135 105
2 Copies 3 Copies 4 Copies 1 Copy Total Value
1420 627 540 105 2692

We expect upfront costs of $999.98 and profits of $1422.82.  That's a spread of +142.28 and an ROI of 142%!  Those are incredible numbers! My one fear here is that there are still people hoarding these from years and years ago, and they might crash the market when they start selling.  But if you can find nice copies they are absolutely worth grading.

Wrap-Up

So why the focus on the streaming books? Well, for starters, look at those numbers! More importantly, understand that there are going to be streaming service naysayers.  Just like there were for obscure characters like GOTG.  We all remember who came out on top there.

Steaming is the future of entertainment.  Netflix has already become one of the biggest companies in the world because of it.  Streaming turned a Dark Horse comic into a cultural phenomenon. Steaming will eventually surpass the box office in terms of making money, and Disney knows it.

Disney is already advertising the heck out of Disney+ and I expect it to do extremely well.  People are going to love it.  Imagine the hype around Endgame, but add in all the people who don't go to the theaters anymore.  That's what's coming from Disney+, and speculators should put their money behind it early, and often.

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