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Ask for Iger’s resignation.

Peltz now has over four times the voting shares as during an initial attempt at a board seat that was abandoned earlier this year.

“Iger has two choices: work with Peltz to restore the magic, or resign“ - Puck News‘ Wall Street analyst William Cohan

Nelson Peltz is an expert at blowing up boardrooms and installing his own puppets. He’s done it at almost every company that he’s launched a fight against.

Peltz is planning to do to Disney what he did with General Electric, he’s going to strip the company down and then sell it.

Peltz has lost confidence in Bob Iger. https://nypost.com/2023/10/10/disney-ceo-bob-iger-overwhelmed-and-exhausted-amid-slump/

I know. I was hoping someone could post at least a summary.

https://www.wsj.com/business/media/disney-nelson-peltz-bob-iger-71eab937

https://x.com/rwhelanwsj/status/1711559311816855970?s=46&t=Pc6F0Q6Zl4Kt0Lo9NIo_Aw

This company feels lost.

They’re going to try to recreate a model that people abandoned in droves over the last decade. Makes no sense.

Yikes.

The fact that Chapek knew he couldn’t discuss getting rid of the declining media assets around Iger without him getting angry tells you all you need to know about the level of chaos behind the scenes.

Katzenberg is a billionaire, he’s got more money than Iger does.

YouTube and TikTok.

They either have to go all in like Netflix or abandon it completely. Half measures aren’t going to work.

Iger’s plan seems to be to wait for WBD to do things first and then copy them. He doesn’t have a plan.