Sirwalterraleigh
Premium Member
Accountability is a $125,000,000 chute and Jim Cramer making 2 backhands quips about you at 6:15 in the morning
Lest we forget: chapek made $50,000,000 for 2.5 years of figurehead mismanagement
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News Bob Iger is back! Chapek is out!!
- Thread starter Disney4family
- Start date
Lest we forget: chapek made $50,000,000 for 2.5 years of figurehead mismanagement
_caleb
Well-Known Member
Oh, I thought we were talking present tense
Yes. And the reason WDI swung from diva Imagineers (even the ones I like) who overspend on vanity projects (even the ones I like) to the current batch of college kids who are just happy to wear the hardhat.
Sirwalterraleigh
Premium Member
Slpy3270
Well-Known Member
Argued with some toad believing Peltz would save the company on Deadline Hollywood (the Fox News of Hollywood trades) and he resorted to quoting Gordon Gekko to make his point.
You know, the villain in Wall Street that Oliver Stone intended for people to hate.
I get that Disney needs help (as does every other media company) but vultures ain't it.
You know, the villain in Wall Street that Oliver Stone intended for people to hate.
I get that Disney needs help (as does every other media company) but vultures ain't it.
Sirwalterraleigh
Premium Member
Yeah…
That’s not right at all. I agree with you.
I’ve long maintained that Disney would have to be taken private to survive - like four seasons…or hallmark…or lego…
Not raided and broken up
That person didn’t actually watch Wall Street, did they?
Slpy3270
Well-Known Member
Many just watch Gordon's speeches and nothing else. They were very well-written, but that was to show how much of a manipulative freak he was, not to install some wisdom. Co-writer Stanley Weiser was actually disgusted people thought the "Greed is Good" speech was something to live by.
Sirwalterraleigh
Premium Member
Truth be told…the sequel was bad but I actually liked what they did with his character
bcoachable
Well-Known Member
All true- but before you let a guy go, you best have a better guy on the hook… and there aren’t many Super Bowl winning coaches out there to choose from these days… sometimes the old coach, with experience and a new defensive coordinator is the best option for the time being….
That’s not why he left Disney.
Matt left managing 20K cast at DL to 145K at Starwood hotels earning more money. He then got laid off during the 08/09 recession.
erasure fan1
Well-Known Member
Yup, why innovate and find better ways to do things when you can just spend like a drunken sailor.
Yup, 100%. It looks great, but it just doesn't live up to the budget.
Disney Proxy Battle: Who Is Nelson Peltz And Why Does He Want To Be Let Into The Magic Kingdom?
Investor Nelson Peltz's broadside against the Disney with the prospect of rare proxy fight at the media giant has stunned media circles.
deadline.com
BrianLo
Well-Known Member
True, certainly Orlando is incomparable. But Comcast also has Peacock, so you win some, you lose some.
I went down a bit of a rabbit memory hole with the Fox acquisition, which I know is recurrently quoted for 71.3 billion, but Disney actually sold 30 billion of assets during that transition. Sky being one of them. In that process I came across something I don't think got much play, but at least Iger got some comeuppance in letting go/selling Sky. Certainly would have made Disney's last fiscal quarter even worse had things gone the other way.
From Hollywood reporter from Comcast's last fiscal earnings;
Comcast also said that it recorded “noncash impairment charges related to goodwill and intangible assets in our Sky segment totaling $8.6 billion.” The media, telecom and technology giant had in 2018 acquired European pay TV powerhouse Sky for $39 billion. On Thursday, it said the impairments “primarily reflected an increased discount rate and reduced estimated future cash flows as a result of macroeconomic conditions in Sky’s territories.”
Wells Fargo analyst Steven Cahall wrote in a first reaction note: “The impairment likely marks Sky’s assets down from its purchase price to a new level reflecting lower estimated future earnings.”
Slpy3270
Well-Known Member
Kinda crazy how some of the commenters have no idea how Disney's business strategy works. But then again Deadline is notorious for attracting the worst in people (see: them parroting The Rock's fake numbers insisting Black Adam wasn't a bomb).Disney Proxy Battle: Who Is Nelson Peltz And Why Does He Want To Be Let Into The Magic Kingdom?
Investor Nelson Peltz's broadside against the Disney with the prospect of rare proxy fight at the media giant has stunned media circles.
Sirwalterraleigh
Premium Member
This deadline piece doesn’t seem to bring anything new…most of the same talking points from the Peltz side…
When is Iger…err…I mean…”the Hollywood reporter” gonna publish their “take”?
When is Iger…err…I mean…”the Hollywood reporter” gonna publish their “take”?
Slpy3270
Well-Known Member
Get this bit:
And said filing doesn't elaborate on who those "shareholders" are. Hedge funds? Right-wingers who want Disney to focus on "white middle America?" Other vultures?
GhostHost1000
Premium Member
No one wants Disney to focus on white middle America. Please stop the nonsense and politics.
Slpy3270
Well-Known Member
This NY Post analysis says otherwise...
Boardroom activism will cause tremendous grief for Disney’s Bob Iger
Investor appetite for woke corporatism has its limits and it usually begins with a declining share price. For further proof, look at what’s going down at Disney.
nypost.com
Also if you think there's nothing political about this proxy fight, you're going to be disappointed when you look up Peltz's donations.
Gonna be entertaining to read Disney's annual proxy this year, especially if something explosive is in it.
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GhostHost1000
Premium Member
I didn’t say none of this had to do with politics, I said no one wants Disney to “focus on white”.This NY Post analysis says otherwise...
Boardroom activism will cause tremendous grief for Disney’s Bob Iger
Investor appetite for woke corporatism has its limits and it usually begins with a declining share price. For further proof, look at what’s going down at Disney.
Also if you think there's nothing political about this proxy fight, you're going to be disappointed when you look up Peltz's donations.
Gonna be entertaining to read Disney's annual proxy this year, especially if something explosive is in it.
People just want them to focus on Disney like they used to and stop with their own nonsense and politics. As they’ve lost focus, they’ve also lost value to shareholders
Sirwalterraleigh
Premium Member
Well we know it’s gonna “thicken” here in time
As I keep saying: Peltz is a clown…
…but I have a hard time given how much experience he has muscling boards (a lot…by the way)…that this is just cause he’s bored with his 0.5% control
Gotta figure he thinks they have at least 25% pocketed or they wouldn’t bother.