Sirwalterraleigh
Premium Member
The only thing stopping that is one little man’s ego
No…I’m serious…that’s the score in the bottom of the ninth
-
Welcome to the WDWMAGIC.COM Forums!
Please take a look around, and feel free to sign up and join the community.
News The Walt Disney Company Board of Directors Extends Robert A. Iger’s Contract as CEO Through 2026
- Thread starter DCBaker
- Start date
No…I’m serious…that’s the score in the bottom of the ninth
Sirwalterraleigh
Premium Member
The final percentages are the story…and what the board does next?Per Bloomberg, Vanguard (#1 institutional shareholder) is voting for Disney's management.
Disney Moving Closer to Win Over Trian With Vanguard Backing
Walt Disney Co. and Chief Executive Officer Bob Iger are poised to triumph over Nelson Peltz’s Trian Fund Management in a costly, months-long proxy battle, according to people with knowledge of the matter.www.bloomberg.com
Guys, I think this is over.
I personally didn’t think Peltz would get this far…he’s not a “cure”…he’s a symptom
Of the infection
Sirwalterraleigh
Premium Member
His fragile ego took a kick to the goonies?
Sir_Cliff
Well-Known Member
I'm not sure I follow. Do you mean that Iger would feel good seeing them around rather than the company thinking employees would vote for the company slate if they were encouraged to vote?
Sirwalterraleigh
Premium Member
Sometimes the dumbest reason turns out to be true
Though I doubt management had much of a hand in it
The board fired a PR Firm
To whip votes…as did Peltz
It's Peltzin' time!!
Slpy3270
Well-Known Member
Yeah. I wouldn't be surprised if Peltz got at least a third of the vote. The board's gotta do some serious self-reflection after tomorrow.
Sirwalterraleigh
Premium Member
If he gets 33%…that will require a response due to alot of shares being pulled.
But all they have to do is get this Nike clown behind a mic and say they’re sticking to the plan
Sirwalterraleigh
Premium Member
We need to do a “final tally”
Prediction on the vote?
Closest person gets a cupie doll
Prediction on the vote?
Closest person gets a cupie doll
Andrew C
You know what's funny?
Sounds like his signature wrestling move.
Sirwalterraleigh
Premium Member
Vegas Disney Fan
Well-Known Member
I’ve been binging Sherlock on Hulu and I’ve seen a half dozen “vote Disney” ads over the last week. Hulu itself doesn’t seems a very odd place to solicit votes, it’s essentially free advertising after all, but I have to wonder how many stockholders with enough stock to influence a proxy vote aren’t paying the couple extra bucks a month for the ad-free version of Hulu.
Sirwalterraleigh
Premium Member
Well everyone hates bundled cable with ads…so they probably just canceled.
BrianLo
Well-Known Member
I think we’re at least a year out from that. If that was decided it would have already been trotted out to basically take all the wind out of the succession sails. It’s pretty much the only thing left not fully addressed and would have completely shut down Peltz.
Now, I also strongly believe at this juncture Dana is the front runner. But it’s an awkward amount of time to be the named heir for over 2.5 years.
BrianLo
Well-Known Member
We need to do a “final tally”
Prediction on the vote?
Closest person gets a cupie doll
Psh, you are all cheating. I committed to 17% when people were convinced Peltz was going to win.
Sirwalterraleigh
Premium Member
I have 18% for peltzPsh, you are all cheating. I committed to 17% when people were convinced Peltz was going to win.
12% for napkin Jay
A minor protest vote…maybe 6-8% withheld for the board beyond frohman, lagomasi…which will have 20-25% down votes
And then on Thursday we can all get smacked in the face by what that means to us…
Like a wet fish
Per Bloomberg, Vanguard (#1 institutional shareholder) is voting for Disney's management.
Disney Moving Closer to Win Over Trian With Vanguard Backing
Walt Disney Co. and Chief Executive Officer Bob Iger are poised to triumph over Nelson Peltz’s Trian Fund Management in a costly, months-long proxy battle, according to people with knowledge of the matter.
Guys, I think this is over.
For the current Board:
- (#1) Vanguard: 8.3%
- (#2) BlackRock: 6.7% of outstanding shares
- (#9) Norges Bank Investment Management: 1.2%
- T. Rowe Price: 0.5%
- ValueAct: ?
- NYC Retirement Systems: 0.14%
Total: 16.84%
Advisory:
- Glass & Lewis (shareholder advisor)
- ValueAct
In Support (and maybe with more shares...)
- JPMorgan Chase CEO Jamie Dimon:
- Laurene Powell Jobs (billionaire)
- Lucas, Eisner, and Disney family
Undeclared
- (#3) State Street: 4.13%
- (#4) Geode Capital Management: 1.89%
- (#6) State Farm Mutual Automobile Insurance Co: 1.75%
- (#7) Morgan Stanley: 1.28%
- (#8) Northern Trust Corporation: 1.22%
- Bank Of New York Mellon Corporation: 1.09%
- Blackwell, who has their own 3 person slate, will not vote for Peltz. That's shares withheld from his side.
For Peltz:
- (#5) Trian - Peltz 1.8%
- Neuberger Berman: 0.8%
- Yacktman Assets Managment 0.02
- California Public Employees’ Retirement System: 0.2%
- Ancora Holdings ?
Total: 2.82%
Advisory:
- Institutional Shareholder Services (ISS)
- Egan Jones
Support:
- Former directors of Mondelez International, Procter & Gamlbe, Janus Henderson Group
Last edited:
Sirwalterraleigh
Premium Member
It does seem odd…but I don’t think it really affects the outcome here. We’ll know soon enough…
Sirwalterraleigh
Premium Member
You know all percentages have to add up to 100%, right?