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

[Vegas Disney Fan]

That’s very speculative.
In fact…the only thing not speculative is the status quo

This is where I’m at, Disney has cancer, Peltz is an experimental treatment, there’s a valid risk he’ll make it worse and quicken the demise of the patient but theres also the potential the risky treatment works and it ultimately saves the patient.

The only known is if they do nothing the cancer will eventually kill the patient.

The flip side is there’s also a chance the experiment kills the patient and then a better cure becomes available.

 

[Ayla]

This is where I’m at, Disney has cancer, Peltz is an experimental treatment, there’s a valid risk he’ll make it worse and quicken the demise of the patient but theres also the potential the risky treatment works and it ultimately saves the patient.

The only known is if they do nothing the cancer will eventually kill the patient.

The flip side is there’s also a chance the experiment kills the patient and then a better cure becomes available.

Except...Peltz isn't an experiment. An experiment has unknown results. His past behavior is not an unknown result, nor is his future behavior (according to him).

 

[Casper Gutman]

That’s very speculative.
In fact…the only thing not speculative is the status quo

I never saw your reply to this, which offers quite a lot of precedents:

Nelson Peltz is America’s most overrated activist investor. Here’s what the experts missed about his performance

Peltz’s 25 desperate attempts to join Disney's board should be seen as the last flicker of the flame of the flailing financier, write Yale's Sonnenfeld and Tian.

fortune.com

I did see your response to this quotation , which was hand-waving nonsense about Perlmutter’s age despite your constant refusal to acknowledge Iger’s age:

"Perlmutter has told people he wants to break up Disney as much as he can and gain control of some of the IP, and "people underestimate Ike at their peril," said a source familiar with Perlmutter's conversations."

 

[James Alucobond]

But the current trajectory is gonna change…how?…again?

That is not my concern right now. My concern is keeping obvious bad actors off the board.

To extend your trajectory analogy, I am not interested in changing the course of my out-of-control spacecraft to fly directly into the sun even if it seems like my only option at the moment. That doesn't get me back to Earth and isn't worth my time to consider.

 

[peter11435]

This is where I’m at, Disney has cancer, Peltz is an experimental treatment, there’s a valid risk he’ll make it worse and quicken the demise of the patient but theres also the potential the risky treatment works and it ultimately saves the patient.

The only known is if they do nothing the cancer will eventually kill the patient.

The flip side is there’s also a chance the experiment kills the patient and then a better cure becomes available.

In your analogy Peltz is not an experimental treatment.. he’s another more aggressive cancer.

 

[Casper Gutman]

This is where I’m at, Disney has cancer, Peltz is an experimental treatment, there’s a valid risk he’ll make it worse and quicken the demise of the patient but theres also the potential the risky treatment works and it ultimately saves the patient.

The only known is if they do nothing the cancer will eventually kill the patient.

The flip side is there’s also a chance the experiment kills the patient and then a better cure becomes available.

Disney isn’t dying. It’s doing remarkably well in a period of chaos and instability in the entertainment industry.

Peltz isn’t “experimental,” he’s a well known commodity. A terrible, dangerous one.

Iger is old. He’ll be gone soon regardless.

Your hyperbole suggests other concerns.

 

[peter11435]

But the current trajectory is gonna change…how?…again?

This entire mindset is ignoring the elephant in the room because the rhino’s horn is “more pointy”

Option 3…someone to get serious and roll this sucker over…is by far the best outcome

This is such an absurd and ridiculous argument

 

[Casper Gutman]

But the current trajectory is gonna change…how?…again?

This entire mindset is ignoring the elephant in the room because the rhino’s horn is “more pointy”

Option 3…someone to get serious and roll this sucker over…is by far the best outcome

Tell me, with reference to American corporate culture in general and the modern state of the entertainment industry in particular, why you think Iger’s successor is likely to be better.

 

[Sirwalterraleigh]

This is such an absurd and ridiculous argument

Don’t be bothered with it then…just hit the button and let me toil in a circle on my own

 

[Sirwalterraleigh]

Tell me, with reference to American corporate culture in general and the modern state of the entertainment industry in particular, why you think Iger’s successor is likely to be better.

That’s the football/hockey coach conundrum. I being a child of Pittsburgh know it well…

Just because someone isn’t regarded as a complete failure…Bob in this case…does NOT mean it’s still not time to move on.

Or are shelf lives now disproven by that “modern business culture” you’ve been giving Disney a pass on?

 

[Sirwalterraleigh]

That is not my concern right now. My concern is keeping obvious bad actors off the board.

To extend your trajectory analogy, I am not interested in changing the course of my out-of-control spacecraft to fly directly into the sun even if it seems like my only option at the moment. That doesn't get me back to Earth and isn't worth my time to consider.

Well we aren’t that far apart…

I want to block new bad actors off the board and toss the old ones out of the window next to Sneezy

 

[Sirwalterraleigh]

I never saw your reply to this, which offers quite a lot of precedents:

Nelson Peltz is America’s most overrated activist investor. Here’s what the experts missed about his performance

Peltz’s 25 desperate attempts to join Disney's board should be seen as the last flicker of the flame of the flailing financier, write Yale's Sonnenfeld and Tian.

fortune.com

I did see your response to this quotation , which was hand-waving nonsense about Perlmutter’s age despite your constant refusal to acknowledge Iger’s age:

"Perlmutter has told people he wants to break up Disney as much as he can and gain control of some of the IP, and "people underestimate Ike at their peril," said a source familiar with Perlmutter's conversations."

I saw it. And you need to refer it to someone who is adamantly supporting Peltz and Perlmutter

I want Iger gone…he deserves it.

And today is April fools…not groundhogs day

 

[peter11435]

Don’t be bothered with it then…just hit the button and let me toil in a circle on my own

Because I just can’t wrap my head around someone actually having this thought process. At least not someone who cares at all about Disney and its future. I completely understand someone not liking the status quo, and wanting to see change. But the change you are advocating for is just more of the same or more likely objectively worse.

 

[Casper Gutman]

That’s the football/hockey coach conundrum. I being a child of Pittsburgh know it well…

Just because someone isn’t regarded as a complete failure…Bob in this case…does NOT mean it’s still not time to move on.

Or are shelf lives now disproven by that “modern business culture” you’ve been giving Disney a pass on?

Not remotely an answer.

I’m willing to bet within a year of a successor taking over you’ll be even more unhappy.

Unless you have some personal grudge against Iger we don’t know about.

Oh, and I’ve never given Disney a”pass” on being driven by modern business culture. Quite the opposite. You should read posts before you respond.

 

[Casper Gutman]

I saw it. And you need to refer it to someone who is adamantly supporting Peltz and Perlmutter

I want Iger gone…he deserves it.

And today is April fools…not groundhogs day

I’m referring it to someone who claims that the damage Peltz and Rasulo and Perlmutter would do is just speculative. Someone who rejects all evidence and history in favor of gratifying his rage.

 

[Sirwalterraleigh]

. I completely understand someone not liking the status quo, and wanting to see change..

Then that’s all you need to know.

What I hope…and it didn’t look like it was gonna happen but now looks like it’s a decent possibility…is enough vote goes against them and the investors are LOUD enough to make the board have no other option…that a real transition is launched.

Peltz becomes the “instrument” of change…not the change itself

I’ll remind…way back in the yonder years…is that’s exactly how Iger got there. There was no seizing control in the boardroom. There was enough call for change that the last egomaniac did the RIGHT THING and stepped down. It’s a harder ask this time…but that’s still the play

 

[Sirwalterraleigh]

Not remotely an answer.

I’m willing to bet within a year of a successor taking over you’ll be even more unhappy.

Unless you have some personal grudge against Iger we don’t know about.

Oh, and I’ve never given Disney a”pass” on being driven by modern business culture. Quite the opposite. You should read posts before you respond.

Well I’m being considerate…and playing your games. This after I noticed you inferred another poster was a bigot - again - on this thread yesterday.

This is as far as I’ll go…move on.

 

[Casper Gutman]

Well I’m being considerate…and playing your games. This after I noticed you inferred another poster was a bigot - again - on this thread yesterday.

This is as far as I’ll go…move on.

Personal insults and dodging. Par for the course.

And would this be the poster who “agreed” with Peltz’s “content suggestions?”

 

[peter11435]

Then that’s all you need to know.

Not really though.

When I start to feel like my home decor is looking a little dated, I start looking into new flooring, wall colors, and furniture. I don’t wish for my entire house to burn down.

 

[Lilofan]

Not really though.

When I start to feel like my home decor is looking a little dated, I start looking into new flooring, wall colors, and furniture. I don’t wish for my entire house to burn down.

Home decor to me is minimal and conservative. I'd spend my income on experiences instead.