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

Stripes

Stripes

Premium Member
I’ve always thought that Peltz was after a seat on the board because he knows the stock is going to turnaround and he wanted him and his firm to take credit for the turnaround in order to turn Trian around.

If you want my view, Peltz is living proof that you don’t have to be intelligent to become a billionaire. This is somebody that wanted to move a company’s headquarters just for the heck of it. And bundle ESPN with Netflix.

I’ve heard enough. And I already voted no on Peltz and Rasulo.
 
BrianLo

BrianLo

Well-Known Member
EPCOT-O.G. said:
Even if Peltz accomplishes all he’s seeking now,‘it’s unlikely he has a negligible presence on the board. But Bob will be wounded and it will hasten his exit and diminish his influence. That’s why I hope he succeeds to some degree. Igerism must end.
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This seems again short sighted. Peltz triples down on his non desire to remove Iger and says stable CEO’s are positive for the company. The only executive he questions the future of is Kevin Feige.

Peltz’s approach to his own succession:
But Peltz says he’s not ready to name his successor — “I’m not going anywhere, girl. I’ve got no plans to move. I love what I do and a succession plan will evolve when I leave but I’m going to leave with a fight . . . with whatever is pulling me away.”

Do as I say and not as I do?

The three core tenants we felt Peltz could help from our perspective is succession planning, and yet he has no skill set in it and seemingly wants Iger to continue to stay.

The second is content planning. Yet he has no personal insight into it. His creative he has aligned with is maligned (Perlmutter) and has now clarified the approach has not in fact had a change of heart. It’s also clear the goal is to push Kevin Feige (the most successful producer of all time). I’m not on board with it, but I’d respect posters more if they said they agreed with Perlmutter view on content rather than suggesting a change of heart it is clear is not the case. I doubt Peltz independently reached the same modern conclusion on Black Panther days ago. Perlmutter has doubled down, Feige out, cut diversity. If that’s what posters are after, own that.

The third is regarding investment. Even other Brian above has acknowledged they plan to further delay and defer investments to evaluate them. Even the most optimistic read is not suggestive that his strategy is to increase / encourage investment increases beyond 60billion. I think most of us read it as a mandate to reduce spend beyond the proposal. I think no one read it as Peltz increasing to 70-80. And again his advisor on the decision making of how to invest it is Rasulo. Who understands monetizing parks in a way that I think there is near agreement on this forum is not lavish rides or the type of investment posters hope for.



I truly, truly think we’re at a tipping point that if a few of you had the offer, you’d accept a return to Bob Chapek to displace Iger. Because really that’s nearly the offer on the table. It’s all just obsessive and contingent on undertaking one man, who ironically is actually on your side this time.
 
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Jrb1979

Jrb1979

Well-Known Member
maxairmike said:
And you (the royal you for all those that seem to be in favor of Peltz & Co.) believe that investment will actually happen in a way that is positive for the parks and us as fans once they have control/a sizable say? I think it's pretty obvious the answer would be no given everything we know about this group. My expectation would be one sizable investment right after a hypothetical win for the immediate PR boost and to say "see, we're doing something!", and then right back to business as usual or worse (I expect a worse version of the current usual).

This (a Peltz & Co. win) is rearranging deck chairs on the Titanic as the band plays in the absolute best case scenario, and it amazes me that people have talked themselves into it possibly being any better than that.
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Can you not be anti Bobby and and anti Peltz too. It's not an either or. They both need to go and the board as well.
 
BrianLo

BrianLo

Well-Known Member
Brian said:
Peltz is right about one thing, investment in the parks is indeed "delayed or deferred" and in need of a "catch-up."
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Pause it for clarification on where and how it will be spent in order to ensure good shareholder return, if I understand it correctly. That's not unreasonable for $60 billion. That's not chump change, even for Disney.
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He is right. So I’d love if you can bring me around to your internal logic that his proposal is to… delay investment?

The trouble we are constantly pointing out to you is that he says the optimal things (which you take fully at face value), but if you actually evaluate his plans… they don’t actually change or address the criticisms. Peltz is in fact largely happy with most of what they are doing and wants to make a few alterations that the company is wisely ignoring.

Control content. Reign back in planned parks spending. Politically shift the company. Fire Feige. Install Rasulo as CEO down the road. I take it you are for those changes.
 
Casper Gutman

Casper Gutman

Well-Known Member
BrianLo said:
This seems again short sighted. Peltz triples down on his non desire to remove Iger and says stable CEO’s are positive for the company. The only executive he questions the future of is Kevin Feige.

Peltz’s approach to his own succession:
But Peltz says he’s not ready to name his successor — “I’m not going anywhere, girl. I’ve got no plans to move. I love what I do and a succession plan will evolve when I leave but I’m going to leave with a fight . . . with whatever is pulling me away.”

Do as I say and not as I do?

The three core tenants we felt Peltz could help from our perspective is succession planning, and yet he has no skill set in it and seemingly wants Iger to continue to stay.

The second is content planning. Yet he has no personal insight into it. His creative he has aligned with is maligned (Perlmutter) and has now clarified the approach has not in fact had a change of heart. It’s also clear the goal is to push Kevin Feige (the most successful producer of all time). I’m not on board with it, but I’d respect posters more if they said they agreed with Perlmutter view on content rather than suggesting a change of heart it is clear is not the case. I doubt Peltz independently reached the same modern conclusion on Black Panther days ago. Perlmutter has doubled down, Feige out, cut diversity. If that’s what posters are after, own that.

The third is regarding investment. Even other Brian above has acknowledged they plan to further delay and defer investments to evaluate them. Even the most optimistic read is not suggestive that his strategy is to increase / encourage investment increases beyond 60billion. I think most of us read it as a mandate to reduce spend beyond the proposal. I think no one read it as Peltz increasing to 70-80. And again his advisor on the decision making of how to invest it is Rasulo. Who understands monetizing parks in a way that I think there is near agreement on this forum is not lavish rides or the type of investment posters hope for.



I truly, truly think we’re at a tipping point that if a few of you had the offer, you’d accept a return to Bob Chapek to displace Iger. Because really that’s nearly the offer on the table. It’s all just obsessive and contingent on undertaking one man, who ironically is actually on your side this time.
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Pushing out the most successful producer in Hollywood history to salve the ego of a twisted old bigot - surely the kind of results-oriented leadership Disney needs.

Marvels recent problems are caused by too little Feige, not too much. To his credit, Iger understands this.
 
Jrb1979

Jrb1979

Well-Known Member
maxairmike said:
Sure, but that's not the option presented at the moment and not realistic, so any discussion in that direction is not productive or very reasonable. It's more akin to a Blue Sky discussion, which this is not.
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I'm against Peltz too. I'm not going to defend Iger like many in this thread are doing. I can't believe any of you still think Iger is good for the company. He's been terrible for the parks.
 
Brian

Brian

Well-Known Member
BrianLo said:
He is right. So I’d love if you can bring me around to your internal logic that his proposal is to… delay investment?.
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Put the investment on hold for a short while in order to ensure that the money is spent in a way that maximizes shareholder ROI. In other words, still spending it, but ensuring that it is spent responsibly.
 
peter11435

peter11435

Well-Known Member
Brian said:
Put the investment on hold for a short while in order to ensure that the money is spent in a way that maximizes shareholder ROI. In other words, still spending it, but ensuring that it is spent responsibly.
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In other words. Ensure it will make Peltz richer.

I really need to you to understand… he doesn’t care about Disney, its products, it’s quality, it’s future, it’s legacy, it’s guests, its consumers, or it’s cast.
 
Brian

Brian

Well-Known Member
peter11435 said:
In other words. Ensure it will make Peltz richer.

I really need to you to understand… he doesn’t care about Disney, its products, it’s quality, it’s future, it’s legacy, it’s guests, its consumers, or it’s cast.
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What is the purpose of a publicly traded company if not to generate returns for its shareholders?

By the way, it would also make Iger, Lucas, Abigail Disney, and every member of the board richer.
 
Sirwalterraleigh

Sirwalterraleigh

Premium Member
peter11435 said:
In other words. Ensure it will make Peltz richer.

I really need to you to understand… he doesn’t care about Disney, its products, it’s quality, it’s future, it’s legacy, it’s guests, its consumers, or it’s cast.
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Of course he doesn’t care. But that doesn’t mean you leave Mr. Screwup to do what he wants
 
Jrb1979

Jrb1979

Well-Known Member
peter11435 said:
In other words. Ensure it will make Peltz richer.

I really need to you to understand… he doesn’t care about Disney, its products, it’s quality, it’s future, it’s legacy, it’s guests, its consumers, or it’s cast.
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Agreed but neither is your hero Bobby. Can we stop making it out like Bobby and his clan is the almighty. He's just as bad.
 

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