Disney Stock Approaching 9 Year Low

Sirwalterraleigh

Premium Member
International conglomerate Berkshire CEO Warren Buffet for one, who took over as CEO and had a board he controlled for many years, serving as CEO for 52 years now and very successful.
You can find the rest yourself, but there are more than you realize.

You mean the one buffet built from scratch?

Disney is NOT Bob iger

How about Comcast? The family business still controlled by the roberts who grew to conglomerate?

Disney is NOT Bob Iger

…you can follow the pattern here…

This has been discussed many times in other threads, I'm not going to restate it here.

You can agree or disagree with his plans, but he laid them out.
Who gives him the right?
Answer: he should not have it. Watch it play
Not sure why you'd be shocked, its been pretty much written that way since his extension was announced.
That’s sarcasm. Believing everything Bob says is kinda on a “leash” now…but let’s watch it play.
 

Disney Irish

Premium Member
You mean the one buffet built from scratch?

Disney is NOT Bob iger

How about Comcast? The family business still controlled by the roberts who grew to conglomerate?

Disney is NOT Bob Iger

…you can follow the pattern here…
Warren did not build Berkshire from scratch. He took over the company in 1965, which had been around since the early 1800s, and turned it into the conglomerate it is today. Hmm, sounds pretty similar to another person we're talking about.

Also never said Disney was Bob. All I said was there were some long tenured CEOs who would disagree with your stance on 20 yr term limits.


Who gives him the right?
Answer: he should not have it. Watch it play
The board and shareholders give him the right, whether you agree with that or not.
 

Sirwalterraleigh

Premium Member
Warren did not build Berkshire from scratch. He took over the company in 1965, which had been around since the early 1800s, and turned it into the conglomerate it is today. Hmm, sounds pretty similar to another person we're talking about.
Dude…Berkshire Hathaway was a textile company…it became a holding/insurance company after buffet and grew at 200% the S&P since…nice try
Also never said Disney was Bob. All I said was there were some long tenured CEOs who would disagree with your stance on 20 yr term limits.
Bob ain’t “that guy”…he started exploiting the fundamentals of the business - slowly - Since day one as ceo…from the guy who aged out at 20 years prior. And check clock…thats where we are in the story now.
The board and shareholders give him the right, whether you agree with that or not.
He appoints his own board. Which is dangerously and inappropriate if you care about it last.

Closing time…you don’t have to go home, but you can’t stay here (Bob)
 

Disney Irish

Premium Member
Dude…Berkshire Hathaway was a textile company…it became a holding/insurance company after buffet and grew at 200% the S&P since…nice try

Bob ain’t “that guy”…he started exploiting the fundamentals of the business - slowly - Since day one as ceo…from the guy who aged out at 20 years prior. And check clock…thats where we are in the story now.

He appoints his own board. Which is dangerously and inappropriate if you care about it last.

Closing time…you don’t have to go home, but you can’t stay here (Bob)

So you agree then that Warren didn't build Berkshire from scratch, something you said. He took an existing company when he took over as CEO and moved it into other businesses that weren't part of their core business. And again the point was he is the longest serving CEO at 52 years, beating your 20 year max by 32 years.

You mean the two year “transition” one given on a Saturday in 2022?

Or was that reversed on crap already?
His contract extension, you know what I was talking about.

I think he'll leave when it ends, and I'm fine with that.
 

Disney Irish

Premium Member
When did his contract of going until the end of 2026 change?
Excuse me, I was reading that on my phone when you put 2025. I think he'll finish his current contract which ends in Dec 2026.

If you don't think he'll last that long, so be it. Not much to discuss there.
 

Sirwalterraleigh

Premium Member
So you agree then that Warren didn't build Berkshire from scratch, something you said. He took an existing company when he took over as CEO and moved it into other businesses that weren't part of their core business. And again the point was he is the longest serving CEO at 52 years, beating your 20 year max by 32 years.
Lol…that AIN’T Bob…
He’s ridden what was there into the ground in many ways. Yeah he did have a couple of early good buys…but you can’t manage them into the dust.
Lol…”Bob is like buffet”…that’s a good one even when I’m not drunk. 👍🏻👍🏻
His contract extension, you know what I was talking about.
Unnecessary given the timing, the “mandate” and the position TWDC is in.

Wonder who “gave it”? 🤔
I think he'll leave when it ends, and I'm fine with that.
Never left when he was supposed to before…then left when he shouldn’t have and politicked behind the scenes.

“Your record is what it says it is”
 

Disney Irish

Premium Member
Lol…that AIN’T Bob…
He’s ridden what was there into the ground in many ways. Yeah he did have a couple of early good buys…but you can’t manage them into the dust.
Lol…”Bob is like buffet”…that’s a good one even when I’m not drunk. 👍🏻👍🏻

Unnecessary given the timing, the “mandate” and the position TWDC is in.

Wonder who “gave it”? 🤔

Never left when he was supposed to before…then left when he shouldn’t have and politicked behind the scenes.

“Your record is what it says it is”
Ok, so you don't agree with me. Good, as you like to say "watch it play".....
 

BrianLo

Well-Known Member
There are advantages to in-house DTC…but the longterm profitability is a “sketchy model”…at best

The whole “they’ll make money in 2024” is like a tired old cable excuse…fitting for Bob…like there were Lineman running cable on backroads in Indiana…
we should watch the numbers closely for the path to “profits”…they are not gonna be at levels cable ever was. It also eats into the box office now

This is true, streaming will never be as big as cable. But the interesting twist is that Disney will own the whole pot of it. So while there is potentially ‘less money’, Disney could yield similar numbers of their market.

I’m not sure if you are questioning the profitability or questioning if it’s relevant? If it’s the former I’ll take that bet, we don’t have that long to see it play out. Six months, really. The price hikes were surprisingly aggressive, unless the entire user base collapses under the weight (which it didn’t during the last hike, domestically).
 

el_super

Well-Known Member
This is true, streaming will never be as big as cable. But the interesting twist is that Disney will own the whole pot of it. So while there is potentially ‘less money’, Disney could yield similar numbers of their market.

I still don't fully follow the theory that streaming will never be as big as cable. People will still want entertainment and will still pay money for it. Disney will get a bigger share of it too. It will just take awhile to get there.
 

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