News Disney CEO Bob Iger Earned $41.1 Million in Fiscal 2024: A Breakdown of Executive Pay

Sirwalterraleigh

Premium Member
According to the Calpers website they only own $459 million in Disney stock, their biggest holdings are in Apple ($9 billion), Microsoft ($8.5 billion), Nvidia ($8 billion), Amazon ($3 billion) and Meta ($3 billion)… they better hope there’s not a dip in tech stocks because they seem way over leveraged (23%) in one field.

In comparison Vanguard owns about $17 billion of Disney stock at current market prices.
Vanguard is a fund…a middle man. You know that
 

Sirwalterraleigh

Premium Member
They're not arbitrary dates, those are the highs and lows for the past year and a half.

You make the claim that investors are valuing Disney with the stock market. And so, we should look torward them.

But they've been all over the place in the past year and a half. So when we see these big swings, what is the message?
The takeaway is they’re lagging because the markets have become a glorified casino run by college kids…

Everyone is making bank…Disney if run well would not struggle
 
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monothingie

Looks like I picked the wrong week to stop
Premium Member
They're not arbitrary dates, those are the highs and lows for the past year and a half.

You make the claim that investors are valuing Disney with the stock market. And so, we should look torward them.

But they've been all over the place in the past year and a half. So when we see these big swings, what is the message?
Come on Penguin, the highs and lows came from Bob’s glorious vanquishing of the Peltz scourge followed by the revenge of the Ike. It was a pure pixie dust pump and dump.

The 2 year moving average of DIS has been about the same with a modest 5% difference. Investors want growth but the company is in a malaise of inconsistent YOY growth.
 

Sirwalterraleigh

Premium Member
Come on Penguin, the highs and lows came from Bob’s glorious vanquishing of the Peltz scourge followed by the revenge of the Ike. It was a pure pixie dust pump and dump.

The 2 year moving average of DIS has been about the same with a modest 5% difference. Investors want growth but the company is in a malaise of inconsistent YOY growth.
They also lagged for the better part of the year after the spineless “only Bob can save us 😱” nonsense as well. Peltz effectively juiced it and made about 20%…then the slide as we sipped fruit drinks in the swamp
 

monothingie

Looks like I picked the wrong week to stop
Premium Member
They also lagged for the better part of the year after the spineless “only Bob can save us 😱” nonsense as well. Peltz effectively juiced it and made about 20%…then the slide as we sipped fruit drinks in the swamp
Looking solely at the parks, there is zero reason why the money printing Experiences segment can’t be performing better. To have near flat growth at the two premier domestic resorts reeks of complete incompetence on the part of leadership.
 

Sirwalterraleigh

Premium Member
Looking solely at the parks, there is zero reason why the money printing Experiences segment can’t be performing better. To have near flat growth at the two premier domestic resorts reeks of complete incompetence on the part of leadership.
There’s a very simple reason I’ve said here 1,000 times:
You do not make “more” in the parks with less people. That gag will never work. It’s fools fantasy…a “conspiracy” between bad managers that lost control of how they made money in parks and overzealous fans who think the more they pay makes them more special.
 

Vegas Disney Fan

Well-Known Member
I was watching a video about upcoming parks projects and it just reinforced my decision not to renew our APs this year and to spend much of that vacation money elsewhere, they were speculating the next new thing to open at a US park would be the new Avengers ride in DCA or the new tropical Americas section of AK… both likely to open in late 2026 or 2027.

We love the Disney parks but with so little added over the last decade there’s not much to get excited about and not much reason to visit more than once or twice a year anymore. It was an easy choice to renew when passes were $600 a person, now that they’re twice that it’s nearly impossible to justify the price if you can’t go at least a couple times a month.

They’ve (likely) got the studios and D+ on a profitable track but I think the parks are going to be the next area to struggle due to a lack of investment.
 

Sirwalterraleigh

Premium Member
I was watching a video about upcoming parks projects and it just reinforced my decision not to renew our APs this year and to spend much of that vacation money elsewhere, they were speculating the next new thing to open at a US park would be the new Avengers ride in DCA or the new tropical Americas section of AK… both likely to open in late 2026 or 2027.

We love the Disney parks but with so little added over the last decade there’s not much to get excited about and not much reason to visit more than once or twice a year anymore. It was an easy choice to renew when passes were $600 a person, now that they’re twice that it’s nearly impossible to justify the price if you can’t go at least a couple times a month.

They’ve (likely) got the studios and D+ on a profitable track but I think the parks are going to be the next area to struggle due to a lack of investment.
They haven’t given much reason for that kinda loyalty in years…

Crickets for multiple years…some type of tony stark esque “convention announcement”…then when the details are shown it’s a complex quagmire of closures and exceptionally long timelines that tend to underdeliver…either in budget design or execution.

But it was “always this way”…where’s Pete when I need him?

Except for the first 45 years or so…but that was back in the Stone Age
 

monothingie

Looks like I picked the wrong week to stop
Premium Member
I was watching a video about upcoming parks projects and it just reinforced my decision not to renew our APs this year and to spend much of that vacation money elsewhere, they were speculating the next new thing to open at a US park would be the new Avengers ride in DCA or the new tropical Americas section of AK… both likely to open in late 2026 or 2027.

We love the Disney parks but with so little added over the last decade there’s not much to get excited about and not much reason to visit more than once or twice a year anymore. It was an easy choice to renew when passes were $600 a person, now that they’re twice that it’s nearly impossible to justify the price if you can’t go at least a couple times a month.

They’ve (likely) got the studios and D+ on a profitable track but I think the parks are going to be the next area to struggle due to a lack of investment.
Maybe the solution for adding something to get excited about isn’t something they’d ever announce at the cringe inducing and carefully scripted D23…you know something that would energize all fans without a single shovel in the ground. Something completely foreign to the brain trust.


Something crazy, like value.
 

Sirwalterraleigh

Premium Member
Maybe the solution for adding something to get excited about isn’t something they’d ever announce at the cringe inducing and carefully scripted D23…you know something that would energize all fans without a single shovel in the ground. Something completely foreign to the brain trust.


Something crazy, like value.
What? You mean just build something without trying to milk with free bloggers and podcasters for a decade prior?

The pixies have completely missed that it was a key part of the park brand loyalty that got them here. Just doing the ingenious behind a wall and opening it up. And putting more than 5 guys on a work crew.

Part of the model.
 

monothingie

Looks like I picked the wrong week to stop
Premium Member
What? You mean just build something without trying to milk with free bloggers and podcasters for a decade prior?

The pixies have completely missed that it was a key part of the park brand loyalty that got them here. Just doing the ingenious behind a wall and opening it up. And putting more than 5 guys on a work crew.

Part of the model.
The company would rather spend significant time and effort putting lipstick on a pig, then actually taking the time to create something everyone (fans and normies) can get behind.

The bought and paid for cupcake brigade means nothing to most people anymore. In fact, it's probably created a certain level of resentment that these entitled and paid for influencers are grossly misleading guests with unrealistic experiences carefully crafted by the company.
 

Sirwalterraleigh

Premium Member
Maybe the solution for adding something to get excited about isn’t something they’d ever announce at the cringe inducing and carefully scripted D23…you know something that would energize all fans without a single shovel in the ground. Something completely foreign to the brain trust.


Something crazy, like value.
But what about all those fans that love their Disney so much they feel the need to do a podcast no one listens to?

Gotta have material. Thankfully…we don’t get those types here 🤫
 

Sirwalterraleigh

Premium Member
The company would rather spend significant time and effort putting lipstick on a pig, then actually taking the time to create something everyone (fans and normies) can get behind.

The bought and paid for cupcake brigade means nothing to most people anymore. In fact, it's probably created a certain level of resentment that these entitled and paid for influencers are grossly misleading guests with unrealistic experiences carefully crafted by the company.
I get the sense…really for the first time…there’s a certain growing “anti Disney” sentiment amongst normal humans on the street.

We know alot of things contribute to these types of things…but I sense a visceral reaction to pricing that has really gone into overdrive after genie.

It was never “cheap”…but they are getting the rep of being exploitive of their fun, old fashioned, all American clientele. The next few years will be interesting to watch.
 

monothingie

Looks like I picked the wrong week to stop
Premium Member
Oh you three 🙄
Jersey Shore Threesome GIF by Jersey Shore Family Vacation
 

monothingie

Looks like I picked the wrong week to stop
Premium Member
I get the sense…really for the first time…there’s a certain growing “anti Disney” sentiment amongst normal humans on the street.

We know alot of things contribute to these types of things…but I sense a visceral reaction to pricing that has really gone into overdrive after genie.

It was never “cheap”…but they are getting the rep of being exploitive of their fun, old fashioned, all American clientele. The next few years will be interesting to watch.
I think you nailed it.

As much as Disney wants to push their fake inclusivity on everything they do, they're alienating guests quicker through pricing, low quality, and substandard experiences. The typical guests that once had no problem plunking down thousands of dollars are increasingly questioning why. They no longer see Disney representing things they believe in or value, but rather having their own agenda to create experiences for the wealthy or those with access. The whole experience has become as fake as the animals on the Jungle Cruise, and while Disney is doubling down on this, the normies are getting tired of it.
 

Disstevefan1

Well-Known Member
I get the sense…really for the first time…there’s a certain growing “anti Disney” sentiment amongst normal humans on the street.

We know alot of things contribute to these types of things…but I sense a visceral reaction to pricing that has really gone into overdrive after genie.

It was never “cheap”…but they are getting the rep of being exploitive of their fun, old fashioned, all American clientele. The next few years will be interesting to watch.
I agree with the post and the next few years will be interesting for me in terms of EPIC and WDW's response (if any).

As for TWDC as a whole, I sincerely think its too big to fail! I don't think we will see an explosion in the stock price like we saw under Chapek, but I think the stock will remain stable and on a slow rise because there are too many institutional investors who depend on a stable stock price.
 

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