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

Sir_Cliff

Well-Known Member
…also some one not fit to “hunker down” and play the long game

I still need the math to work for me to show who he and dull Jay are gonna seize power quickly in a junta? 🤯
I mean, do you think he's spending all this money to offer some friendly advice and set up the company for the next 25 years when he'll be reaping the benefits at the age of 106?
 

Sirwalterraleigh

Premium Member
Eisner was formed by a different, pre-80s business culture, one that was much more comfortable with spending, even to the point of wasteful flamboyance. Iger developed in a different environment, one is which money saved via cuts was much more valued then that earned via investment.

Books exist.

You will never get another Eisner. You need to stop fantasizing.
You know Iger isn’t 45, right?

He was in tv production starting in the 70’s…

If you’re saying tv is a crappy business…then that’s more an indictment that he never should have had the job.

Eisner could’ve canned him in 1996…but kept him around and gave him a title to do…”something”…for almost 10 years.

And he was so good at anonymity that nobody noticed him
 

lazyboy97o

Well-Known Member
Eisner was formed by a different, pre-80s business culture, one that was much more comfortable with spending, even to the point of wasteful flamboyance. Iger developed in a different environment, one is which money saved via cuts was much more valued then that earned via investment.

Books exist.

You will never get another Eisner. You need to stop fantasizing.
The early 2000s did see maintenance cuts so deep that people actually died as a result.
 

BrianLo

Well-Known Member
Just for a little levity, I will miss the vague excitement (if we want to call it that) of these threads.

Disney has roughly 200 million stocks declared for them publicly. Trian has 6.7 million from Calpers that everyone seemed to be freaking out about the other day and the 32 million they bring to the table, mostly Ike.

Blackrock (119 Million), Vanguard (151 Million) and State Street (73 Million) almost always vote with ISS/Glass Lewis 'All recommendations' and they usually reject their against recommendations. Meaning, they very typically vote for the boards suggestions regardless of what ISS/Glass Lewis say. Though Glass Lewis is an "All recommendation" anyways, so a bit moot. Consider these large, status quo wealth funds. As they should be, passive investment is evidenced based. I won't get into all the big six Canadian banks holdings/Canadian Pension Plan and you all know we are typically boring.

Only three of the top ten wealth funds tend to actually follow ISS 'against' recommendations, though only one really all the time and the other two get very muddied by ISS/Glass Lewis disagreements. I think Dimensional Funds will listen to ISS and that's 6 million. AllianceBernstein (8.3 Million) could be the other one, though they don't exclusively vote with ISS and the split muddies the waters
 

Stripes

Premium Member
In my opinion, the pro-Peltz takes are summarized by the following:

IMG_0772.jpeg
 

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