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  1. mikejs78

    New DAS System at Walt Disney World 2024

    Well, except that it very well may be a violation of ADA. And the current accommodation is absolutely reasonable. It's the abuse of the accomodations that's not reasonable. I was speculating as the organization that does the certification touts it as a "benefit" because you can pre register...
  2. mikejs78

    New DAS System at Walt Disney World 2024

    I never dreamed I would use something like DAS - but life has a way of throwing you curveballs. And it makes my blood boil that there are people who would abuse it and use it to avoid paying for Genie. As I stated above, we use DAS for my youngest; but we also get Genie beceause for us it's...
  3. mikejs78

    New DAS System at Walt Disney World 2024

    That's because they don't want liability around keeping PHI. I would disagree with A. HIPAA, while good, has its flaws, and isn't any more stringent than many of the security standards out there. B is probably true. That's actually not clear. The DOJ has fairly consistently ruled that...
  4. mikejs78

    News The Walt Disney Company Board of Directors Extends Robert A. Iger’s Contract as CEO Through 2026

    Depends on what the stock does. If the stock rises another 15-20%+, Peltz won't be back. If it stays flat or declines, he will. Whether or not a successor is at least named by late this year / early next year will also impact whether Peltz or someone else attempts another proxy fight.
  5. mikejs78

    News Test Track to be reimagined

    I know that this part of TT is much maligned, and I don't disagree with that mindset in principle. But I do know my kids will be devastated. TT is one of their favorite rides, and they *love* the design studio. At least we will be able to go on it one more time since we will be there in a...
  6. mikejs78

    News The Walt Disney Company Board of Directors Extends Robert A. Iger’s Contract as CEO Through 2026

    No matter what happens there needs to be a transition. You don't just say "you're CEO" and then bail. But he needs to name his successor before the end of the year and promote them to COO.
  7. mikejs78

    News The Walt Disney Company Board of Directors Extends Robert A. Iger’s Contract as CEO Through 2026

    Except Iger wasn't CEO for a good portion of those 5 years. Since he returned as CEO in November of 2022, the stock is up 30%, while the Dow is up only 16%.
  8. mikejs78

    News The Walt Disney Company Board of Directors Extends Robert A. Iger’s Contract as CEO Through 2026

    That's a ridiculous statement. One can have issues with the way Disney is run today while simultaneously realizing that Peltz is the exact opposite of the type of person who needs to be brought in for positive change.
  9. mikejs78

    News The Walt Disney Company Board of Directors Extends Robert A. Iger’s Contract as CEO Through 2026

    There's also the possibility that there is some profit taking going on. Maybe Peltz is selling his stock.
  10. mikejs78

    News The Walt Disney Company Board of Directors Extends Robert A. Iger’s Contract as CEO Through 2026

    All those things were green lit when Iger was CEO and cancelled when *Chapek* was CEO. What can you point to that was cancelled during Iger's tenure?
  11. mikejs78

    News Walt Disney World casting for a new experience celebrating Encanto

    I'd take an Encanto show at Epcot if it got us a Columbia pavilion.
  12. mikejs78

    News The Walt Disney Company Board of Directors Extends Robert A. Iger’s Contract as CEO Through 2026

    All the leaks have gone through the WSJ, which leads me to believe they are from the same source, and not from either Trian or Disney. My guess is someone with PWC as I think they are handling the vote.
  13. mikejs78

    News The Walt Disney Company Board of Directors Extends Robert A. Iger’s Contract as CEO Through 2026

    Speaking for myself, I don't take any stock in reporting from unnamed sources. What I do take stock in is the fact that BlackRock and T Rowe Price expressed their vote for the company slate. That to me is significant.
  14. mikejs78

    News Reedy Creek Improvement District and the Central Florida Tourism Oversight District

    Another thing to keep in mind. The only thing Disney stipulated to in dropping the suits is that the old developer agreement was invalid. Besides the federal suit, there is nothing precluding them from initiating new lawsuits on other matters if things don't go the way they expect.
  15. mikejs78

    News Reedy Creek Improvement District and the Central Florida Tourism Oversight District

    They aren't insignificant, but I don't think they are even close to a majority of any voting block. In issue polling during the primaries, fighting "woke corporations" was pretty far down the list. My guess is it will have a few cosmetic changes just to declare that it is different, which...
  16. mikejs78

    News The Walt Disney Company Board of Directors Extends Robert A. Iger’s Contract as CEO Through 2026

    No more of a long shot than to think that Rasulo has somehow changed his views.
  17. mikejs78

    News The Walt Disney Company Board of Directors Extends Robert A. Iger’s Contract as CEO Through 2026

    It's *possible* that Jeff Skilling has changed his views and has become more honest. So let's make him a CEO again. After all, anything is possible.
  18. mikejs78

    News The Walt Disney Company Board of Directors Extends Robert A. Iger’s Contract as CEO Through 2026

    I'll bet you a beer Iger is no longer CEO by the end of 2026. I think he and everyone knows that he can't extend his contract again.
  19. mikejs78

    News The Walt Disney Company Board of Directors Extends Robert A. Iger’s Contract as CEO Through 2026

    You know the dynamic of the boardroom? How? And why would it be a good idea to "shake up the dynamic of the boardroom" in a direction that is antithetical to the long-term health of the company? What if Peltz is persuasive and persuades a number of board members to vote to suspend...
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