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

[Disney Analyst]

Markets are down, but DIS continues to seem stable to me.

 

[Sirwalterraleigh]

Again, if the "Peltz is losing!" stock dump means that the price dropped less than the major indexes dropped on a down day, then he wasn't a big factor. If anything, you could say that after rumors of Peltz losing leaked, Disney outperformed the market and therefore the only reason it didn't drop more is because of market optimism about Peltz's failure.

I don’t that anyone here knows how much of a factor he is? He probably doesn’t

 

[Sirwalterraleigh]

Markets are down, but DIS continues to seem stable to me.


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Yeah…22 hours from a contentious board vote may do some weird stuff

 

[Chip Chipperson]

I don’t that anyone here knows how much of a factor he is? He probably doesn’t

Well the stock is now up for the day even though the market is down. The rise that "coincides" with Peltz also coincides with the Hulu purchase. Add it up and he's not the reason for a very minor morning dip on a down day overall that has since turned into a minor increase for the day. Again, my replies were to someone falsely attributing that morning dip to Petlz and his apparently imminent defeat. Logic and facts kind of ruin that argument.

 

[Sirwalterraleigh]

Well the stock is now up for the day even though the market is down. The rise that "coincides" with Peltz also coincides with the Hulu purchase. Add it up and he's not the reason for a very minor morning dip on a down day overall that has since turned into a minor increase for the day. Again, my replies were to someone falsely attributing that morning dip to Petlz and his apparently imminent defeat. Logic and facts kind of ruin that argument.

I’m sure there are multiple factors

But you think it’s a coincidence it went up $20 in about a week after that last quarterly?
One word mattered:buyback

Do people understand why Wall Street loves that?

 

[peng]

Less than a day until this thread goes into hibernation again, good riddance.

 

[Slpy3270]

Markets are down, but DIS continues to seem stable to me.


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Now up 0.71%. Weird because there's been no news lately.

 

[monothingie]

Less than a day until this thread goes into hibernation again, good riddance.

I expect to see Dana Walden get promoted to COO and announced as Bobs successor tomorrow. How bout that?

 

[Disney Irish]

Peltz gets desperate and started cold calling even the smallest shareholders, didn't go well....

 

[Sirwalterraleigh]

Less than a day until this thread goes into hibernation again, good riddance.

Nope…the plot will thicken

I expect to see Dana Walden get promoted to COO and announced as Bobs successor tomorrow. How bout that?

I wouldn’t bet against it

 

[Sirwalterraleigh]

Peltz gets desperate and started cold calling even the smallest shareholders, didn't go well....

You don’t even have to click the link to see that the issue is…it’s right THERE

 

[Sirwalterraleigh]

Now up 0.71%. Weird because there's been no news lately.

Why are you watching a buck and a half? Not exactly a big deal

 

[TalkingHead]

Peltz gets desperate and started cold calling even the smallest shareholders, didn't go well....

Worth noting the guy says he’s a Disney loyalist who “enjoys the parks and content.” Biggest issue he identifies is succession. Just adding context.

 

[Disney Irish]

You don’t even have to click the link to see that the issue is…it’s right THERE

Its a video not an article. But yes we ALL know what is at the center of this. The important take away though is that Peltz's team cannot even answer basic questions on what their plan is, its all the same fluff they put out in their PR for this.

 

[Disney Irish]

Worth noting the guy says he’s a Disney loyalist who “enjoys the parks and content.” Biggest issue he identifies is succession. Just adding context.

No doubt, and everyone here agrees that succession is a core thing that needs to be addressed.

 

[Sirwalterraleigh]

Worth noting the guy says he’s a Disney loyalist who “enjoys the parks and content.” Biggest issue he identifies is succession. Just adding context.

That has been consistent from EVERYONE at this point.

You know…it’s possible this works itself out without Peltz?
We have history as our guide

 

[Sirwalterraleigh]

No doubt, and everyone here agrees that succession is a core thing that needs to be addressed.

https://upload.wikimedia.org/wikipedia/commons/f/f8/BobIgerHWOFJune2013.jpg

 

[Sirwalterraleigh]

Its a video not an article. But yes we ALL know what is at the center of this. The important take away though is that Peltz's team cannot even answer basic questions on what their plan is, its all the same fluff they put out in their PR for this.

Apparently you don’t know

Because it’s about one word: SUCCESSION.

That was easy enough even for you…all you had to do is read

 

[Disney Irish]

lol…
You don’t campaign inside your amusement parks

Don’t you get tired of making excuses for the pathetic? Just say nothing and let it pass

Its not an excuse, I just don't see an issue with it myself. If others see an issue with it, cool.

Plus there is a car in the background of that picture. Where was it taken? Was it in CM areas or was it public facing?

 

[Disney Irish]

Apparently you don’t know

Because it’s about one word: SUCCESSION.

That was easy enough even for you…all you had to do is read

My dude, this is just like only reading the title of a clickbate article, actually watch the video. Its not just about succession, it was about the call with Trian.

Also all of us here, 100%, have agreed a succession plan IS THE TOP thing that needs to be addressed. So get off that soap box, we all agree that the board needs to address succession immediately.