More importantly to the question at hand, does it really matter in the current situation? Our choices are:
- Bob Iger with the current board, who was spending money on the parks before he left and is now spending money on the parks again. Even more importantly, according to some of our insiders, in a way that we may finally be happy about.
- Bob Iger with Peltz, someone who has a LONG track record of sucking the life out of companies to drive up stock prices though he even fails at that fairly regularly. The same guy who thinks Jay “I hate the parks” Rasulo is a good idea. The same guy who wants to pause spending because it is too much. The same person who wants the board actively involved in casting. The same guy who thought Bob Chapek was great and making all the right moves.
- Bob Iger with a slate of Blackwell members who want to gut entertainment and have characters, scripts created/written by AI.
Logically, one of those choices has a much higher probability of a positive outcome for fans than the others.
I know you hope enough of the vote goes elsewhere so that Iger gets the message, but that is just going to lead to more stock first behavior which is not going to help fans at all. Personally, I think you may well get your wish with a large enough chunk of the vote going to alternative board members. I just hope they don't cut back investment to throw more money into things like buybacks to help satisfy the Trian/Blackwell voters.