News The Walt Disney Company Board of Directors Extends Robert A. Iger’s Contract as CEO Through 2026

HauntedPirate

HauntedPirate

Park nostalgist
Premium Member
MerlinTheGoat said:
As I understand it, Rasulo was also one of the "masterminds" (along with Iger himself) behind the creation of what has now become Genie. Formerly MyMagic+, or even "nextgen" as they called it over a decade ago.
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Yep. And correct me if I'm wrong but he and Staggs were two that said the parks were "mature" and didn't need investment, only a scheme to move people around to other lines (Maybe that was only Staggs, but I abhor both equally).

This list is honestly the stuff of nightmares for someone who loves/loved Disney theme parks:

Paul P******r
Cynthia Harriss
Jay Rasulo
Tom Staggs
Bob Chapek
Josh D'Amaro

Not a damn one of them has been good for the parks.
 
Tha Realest

Tha Realest

Well-Known Member
lazyboy97o said:
Perlmutter was not a fan of the Marvel Cinematic Universe. He is the one who set up the licensing deals with Fox and Sony that required content to just be churned out. He doesn’t actually care about the quality of the content.

Rasulo was a big proponent the idea that the DisneyParks (his branding creation) were an expensive, mature business and that Disney should focus investment elsewhere. He was a big proponent of developing regional entertainment centers but not old ideas like a festival marketplace with attractions like the proposed Burbank Entertainment Center or Texposition and Downtown Disney with Pleasure Island (which he closed), or even something like Universal Horror Unleashed. Think more DVC with extra shopping. He’s the guy who had Matt Ouimet pushed out (although making it clear you want your boss canned so you can take his job was probably not the wisest strategy).
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Thanks for the background.

For the reasons you hold him out as terrible in re the Parks, the current regime has WDI building more in Palm Springs and North Carolina than they are in DCA, DHS, and DAK. And what’s being built is soulless and stripped of any discernible Disney theming.
 
L

Lilofan

Well-Known Member
HauntedPirate said:
Yep. And correct me if I'm wrong but he and Staggs were two that said the parks were "mature" and didn't need investment, only a scheme to move people around to other lines (Maybe that was only Staggs, but I abhor both equally).

This list is honestly the stuff of nightmares for someone who loves/loved Disney theme parks:

Paul P******r
Cynthia Harriss
Jay Rasulo
Tom Staggs
Bob Chapek
Josh D'Amaro

Not a damn one of them has been good for the parks.
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Josh rose up the food chain in finance, DAK VP, SVP Resorts , Transportation , President DLR, then Chairman parks and resorts reporting to Iger. Who is giving him full support?
 
lazyboy97o

lazyboy97o

Well-Known Member
EPCOT-O.G. said:
Thanks for the background.

For the reasons you hold him out as terrible in re the Parks, the current regime has WDI building more in Palm Springs and North Carolina than they are in DCA, DHS, and DAK. And what’s being built is soulless and stripped of any discernible Disney theming.
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The Storyliving projects are more licensing and design projects that are not being built by Disney. Nor are they specifically being done instead of projects at the parks. It’s not actually comparable.
 
Stripes

Stripes

Premium Member
Trauma said:
Disney CAGR ( Compound Annual Growth Rate ) has been 2.5% over the last 10 years.

That’s 9.5% worse than the S&P 500 average over that time.

Who has been CEO during this period ?
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CAGR of what? Whatever it is, what was the CAGR between September 2005 and February 2020?

And how does that compare to the S&P500? And who was CEO during that time?
 
T

Trauma

Well-Known Member
Stripes said:
CAGR of what? Whatever it is, what was the CAGR between September 2005 and February 2020?

And how does that compare to the S&P500? And who was CEO during that time?
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I would respond but I can’t make sense of your post.

CAGR of The Walt Disney Company.

You may have heard of it.
 
L

Lilofan

Well-Known Member
Trauma said:
Disney CAGR ( Compound Annual Growth Rate ) has been 2.5% over the last 10 years.

That’s 9.5% worse than the S&P 500 average over that time.

Who has been CEO during this period ?
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More than 60% of Disney shareholders are institutional investors ( like me long term ). I have done very well long term. Buying Disney as an individual stock is like walking on a tightrope without a net.
 
T

Trauma

Well-Known Member
Lilofan said:
More than 60% of Disney shareholders are institutional investors ( like me long term ). I have done very well long term. Buying Disney as an individual stock is like walking on a tightrope without a net.
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Yes for most people investing in the indexes is a good plan.

You don’t notice how poorly Disney is performing
because you own every company in the index.

This does not justify the abysmal performance of TWDC.

I don’t even understand the point you are trying to make?
 
T

Trauma

Well-Known Member
Stripes said:
CAGR of The Walt Disney Company’s revenues, earnings, stock price, etc? You didn’t specify what you are measuring.
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The compound annual growth rate, or CAGR, of an investment or other unit of value is the average annual amount it grows over a period of years assuming profits are reinvested during the period. In other words, it breaks an investment's total return over a number of years into a single average rate.

In effect, CAGR answers the following question: If something is worth a certain amount after several years, how much did it grow, on average, each year – assuming its growth was factored in every year? This makes CAGR a valuable tool for getting a big-picture view of growth on a longer-term basis instead of honing in on just one or two years.

You calculate CAGR using this formula:

CAGR = (EV/BV)1/n - 1 x 100

Here's what each variable means:

EV = the ending value

BV = the beginning value

n = the number of years
 
L

Lilofan

Well-Known Member
Trauma said:
Yes for most people investing in the indexes is a good plan.

You don’t notice how poorly Disney is performing
because you own every company in the index.

This does not justify the abysmal performance of TWDC.

I don’t even understand the point you are trying to make?
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The point is when some post poor stock performance of Disney which is apparent , it is wiser to invest long term in mutual funds as opposed to buying Disney stock.
 
T

Trauma

Well-Known Member
Lilofan said:
The point is when some post poor stock performance of Disney which is apparent , it is wiser to invest long term in mutual funds as opposed to buying Disney stock.
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It depends on the individual.

I am not going to post screenshots of my portfolio here, but it has outperformed the market in 8 out of the last 10 years.

Now this takes a lot of work and has only added a couple 100k to my account so we can argue it wasn’t worth the time.

However it’s something I enjoy.

All that being said it’s entirely possible I have just gotten lucky, and I will underperform the next 10 years.

Hopefully your fund managers are kicking butt!
 
Stripes

Stripes

Premium Member
Trauma said:
The compound annual growth rate, or CAGR, of an investment or other unit of value is the average annual amount it grows over a period of years assuming profits are reinvested during the period. In other words, it breaks an investment's total return over a number of years into a single average rate.

In effect, CAGR answers the following question: If something is worth a certain amount after several years, how much did it grow, on average, each year – assuming its growth was factored in every year? This makes CAGR a valuable tool for getting a big-picture view of growth on a longer-term basis instead of honing in on just one or two years.

You calculate CAGR using this formula:

CAGR = (EV/BV)1/n - 1 x 100

Here's what each variable means:

EV = the ending value

BV = the beginning value

n = the number of years
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So CAGR of TWDC’s TSR then. Gotcha.

What was the CAGR between September 2005 and February 2020? How does that compare to the S&P 500?
 
Kamikaze

Kamikaze

Well-Known Member
EPCOT-O.G. said:
Thanks for the background.

For the reasons you hold him out as terrible in re the Parks, the current regime has WDI building more in Palm Springs and North Carolina than they are in DCA, DHS, and DAK. And what’s being built is soulless and stripped of any discernible Disney theming.
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Disney isn't building anything in those locations. They are providing theming and story only.
 
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