Sirwalterraleigh
Premium Member
…must…obey…all…the nametag…says…
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News Christine McCarthy to step down from her role as Chief Financial Officer
- Thread starter DCBaker
- Start date
Sirwalterraleigh
Premium Member
Well I won't follow your money then
What Peltz is doing is going drive stock prices because people will be expecting transactions and movement in the stock prices -- But that is actually quite separate from the idea of "Good for Disney". EVERYTHING Peltz does will be about short-term movement of the stock and valuation of assets. It's literally their purpose -- to take undervalued things and then sell it for more.
Peltz sees Disney as a hunk of meat on the table that if he positions it right, trims it up some, decorates it right, he can sell as a high priced plate to different buyers.
If you are interested in Disney as a stock price and how your portfolio is doing... jump on the Peltz wagon. If you give one squeeze about a disney PRODUCT - you shouldn't like anything about corporate raiders.
The only thing good from a Peltz raid is making some things move faster... but not necessarily at the best time/price.
Was Peltz ever quoted as saying his goal was “keeping Disney as is”???
…Because I thought it was more “growing value”
Me thinks not the same things
Disney has been doing well ever since Iger came on the first time, yes. Chapek did create problem areas, but it was never as bad as it got at the end of Eisner's tenure. Iger has already been making great strides to fixing those minor issues. As for the bigger plan, Iger still needs time to implement it. You can't throw him out before he has the chance to implement it.
Furthermore, I keep asking you if there were reasonable alternatives to Iger in 2005. You always say "Yes," but you never give me any names? Do you have any names? ANY NAMES AT ALL?
General Electric’s CEO once said he wa red the company to be #1 or #2 in everything they did and if they couldn’t be 1 or 2 he wanted to sell that division. That didn’t work well for Wall Street since it meant investing money and trying to be market leaders and not just profit leaders.
Peltz’s M.O. is to come in, strip companies dry, break them up and sell the pieces to the highest bidder in order to line his already rich pockets.
If you think he won’t do the same with Disney you know nothing about his history. While I have no lost love for Iger, it’s better to dance with the Devil you know than the one you don’t - and make no mistake, Peltz is a devil in disguise.
Disstevefan1
Well-Known Member
Iger's ONLY concern is HIS OWN LEGACY.
Lets hope he wants to be remembered as the person who saved TWDC and not the person who broke up TWDC.
Splash4eva
Well-Known Member
If His recent years have showed us anything Iger is either blind or doesnt care bc he has done everything to shatter his legacy…
Tha Realest
Well-Known Member
He only has himself to blame if that were to happen.
Splash4eva
Well-Known Member
My prediction Disney looks to sell off TV and find a partner someone to invest some cash for them to keep ESPN…
Tha Realest
Well-Known Member
Only half of his time was with TWDC. He was a +1 from the merger with Capital Cities. By the time he joined, Disney had already had its golden renaissance of the late 80’s /early 90’s and those were the “good Eisner” years where WDW as we now know it was largely built up.
Since he’s joined the company we’ve gotten DAK, DCA, and a few Chinese parks.
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Nubs70
Well-Known Member
Publicly traded Capitalism
Disstevefan1
Well-Known Member
Who spent 50 years with what company?
Sirwalterraleigh
Premium Member
…dear…if we’re gonna talk GE
execs…we more gonna need some barf bags
durangojim
Well-Known Member
Where’s Jack Donaghy when you need him?
Sweet tears
Member
Disagree. He didn’t have much to gain over and above what he already did before stepping down. The prevailing attitude here and other places of CEOs being heartless selfish egotistical villains never ceases to amaze me. There are plenty of CEOs that actually care about the future of their companies and their customers.
Sweet tears
Member
I’m not going to justify any CEOs outrageous compensation but it’s a difficult balance when you have four constancies to serve. Shareholders, board, customers, and employees. It’s very rare when their wants and needs are in sync.
Nubs70
Well-Known Member
What if Peltz eliminates the dead weight that P&R is supporting. You will have a healthy self sustaining entity instead a host for parasites.
Sirwalterraleigh
Premium Member
We’re past that.
At least in Orlando. The reality is their clientele is shrinking. They either can’t or don’t want to afford it.
They want to have no price limits while at the same time trying to cut costs for higher profit.
Gee…wonder why that’s starting to collapse?
Not to exaggerate (never
) but Iger received a “padded” Orlando compound and now has used that rope and spent about 10 years overextending it.There’s no “fix” to that beyond going back to Eisner building and operation.
Bob is done in orlando. There’s no way to twist outta that.
Sirwalterraleigh
Premium Member
First…you’re frankly not old enough to understand the Eisner era. Just the facts there.
Second, chapek did NOTHING not drawn up/approved by Iger. He wasn’t there long enough.
Third, Iger is out of time…there’s no “market patience” to watch him do speeches as the numbers fall.
1. The studios are in trouble
2. The stream is flat - as they tend to always be
3. The linear channels are going down
4. They have ZERO things to strengthen parks under construction. Gigantic mistake they caused.
5. Guess cruiseline is ok? Except it fits bout 20,000 people a week - max.
Other than that, mrs Lincoln?
So you still have no names for people who were good alternates in 2005. You continue to just duck the question without admitting "I have nothing."
Yes, and Iger is one of them. He's proven it time and again.
Jack Welch is also not the "big bad who broke capitalism" you like to claim. Was he overhyped? Absolutely. But he DID put money into building GE, and GE still MADE things aplenty during his tenure.
Jeffrey Immelt is the one who destroyed GE.