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It's not though. One theory of business (which happens to have been Rasulo's theory) is that Parks are a "mature business" that has very consistent demand, year over year, barring economic downturns. Yes, you can invest a ton to increase attendance over time, but you can better increase...

Peltz doesn't care about that. He cares about short term profit maximization so he can cash Why surely? It's not self evident. It depends on your point of view. Yes, the crown jewel to milk money from for short term stockholder gain.

Thats not usually how things work in these cases. The rights would be an asset to what remains of TWDC. No way an investor would allow for a perpetuity clause. When your goal is to optimize for operating income, those would not be worth the investment. The investments that would be ideal...

I am not arguing that Iger shouldn't be replaced. I am arguing that as bad as he is, Peltz/Rasulo/Ike would be *far*, *far* worse.

That's laugjable. You have to look at the whole statement and understand exactly what Peltz is saying. The statement they make on ROI for the parks is about a high single digit increase to operating income. Not revenue, not gross profit, but operating income. Operating income is not the...

These aren't SEC filings.

Yes, but someone who has a track record of actually caring about Disney or building successful companies.

It's rather myopic to think that breaking up the company will be anything but a disaster for parks fans. The goal of breaking it up will be to milk every last dime out of it, not to restore the Disney magic. Very few companies do well after being sold for parts, and the license issues alone...

That goes against everything Peltz has done throughout his career with one exception. He has no fiduciary responsibility to benefit the company. The only fiduciary responsibility they have is to benefit shareholders. And if that means selling Disney for parts, that satisfies that requirement...

Exactly. Perlmutter was Chapek's mentor, turned him into the cost cutting / value engineering person he was. He also lobbied for Chapek to be the next CEO, and used his large # of shares as influence. It is also understood that he lobbied against both Stages and Meyer for the CEO positions...

Probably not - but let's say they subscribe to the ad tier from March until October. That's $64. Compared to the average ticket price to one of her shows, which was $1088.56 for her 2023 tour, that's pocket change. And you can bet if this drives subs, they will figure out a way to get more...

I don't know, Swifties are a rabid fanbase. The topic of the concert was brought up at work today, and two people said they would subscribe just so they could watch the concert every few weeks to tide them over until they could see her live again. No, but keeping Peltz as far away from...

The street sees it as a "beat estimates". The after hours trading is showing an increase. Honestly, this is a good move considering the Peltz and Blackwater proxy fights. This move may help save Disney.

Ike Perlmutter.

Make it a hair over two months and I'm good....

I can see an argument for separate, but not separate and public. Say what you want about current parks management, but FoP, RotR, Cosmic Rewind, and even MF:SR and Rat are not nearly the level of things you would find at a Six Flags. We are no where near that. Six Flags is hardly a regional...

The problem is no one wants to buy ABC/ESPN.

In reality, the best chance to see the company break apart is to put Peltz on the board. Peltz doesn't care about putting out a profitable product - he cares about milking the company dry short-term to increase his own share value so he can take a huge profit. As has been stated, there are...

I think there is a lack of appreciation for the diverse ways that "increasing shareholder value" can be interpreted. The ideal way to increase shareholder value is to look at the long-term health of the company, make strategic bets to grow the company, and run the current company well so that...

What if Universal offers then more $$$ for the royalties?