Thanks for posting this, it is indeed interesting.
You are quite welcome. And I think so!

The thing that surprises me is that Iger appears to lead mainly in a way that looks out for the share price, but this is one of the things they criticised about him: that an investment in Disney stock only had a 5% increase over the last 5 years.
You noticed that ... a sort of disconnect between perception and reality.
I am sure that share prices are influenced by a million factors, but maybe Iger is looking at the wrong factors? I wonder whether the way the brand is perceived might play a role in this. Looking at the annual report, it appears to be difficult to figure out what Disney really is and stands for. ESPN is one of their largest money maker (if not the largest), in the Parks & Resorts division they rely heavily on selling DVC. Neither sports nor real estate development appear very much to be "Disney". So, maybe diversifying has left them with less of a distinctive brand and therefore the company appears less appealing in some ways?
Very well could be. Iger is very high on ESPN (rightly so) and Pixar (same) and selling real estate (mostly in FLA) and Marvel (not so sure that's so smart, although the latest Avengers trailer looks good) ... none of those things shout Disney to me ... or to millions and millions of people. Disney has become a lot more generic under Iger as he pushed brand building.
~The Real Housewives of Disney was great!~