Unsure who to vote for regarding the Walt Disney Co. Board

[Casper Gutman]

…you know who won’t “fix” anything?

Please address the article or don’t bother responding.

You are advocating for empowering Blackwell or Trian. Defend that position with references to thier specific proposals and history. There is absolutely no one on these boards who is unclear on your stance regarding Iger.

Here is the strongest endorsement I will ever give Iger, and I don’t believe it is particularly disputable - given the three current options, he is by far the least worst for fans of Disney parks and media.

 

[Sirwalterraleigh]

Fix is accurate, they have made it known to break Disney apart and sell the pieces.

Selling off certain things isn’t in of itself a bad move…

But carving up the whole pig for scraps would be a colossal mistake

 

[Disney Analyst]

For anyone who has voted, is voting all we need to do to attend the meeting? It says you need to pre-register… but there is no method to do so.

I assume all we need is our control number to join the virtual meeting, day of at the provided link?

 

[Sirwalterraleigh]

Please address the article or don’t bother responding.

You are advocating for empowering Blackwell or Trian. Defend that position with references to thier specific proposals and history. There is absolutely no one on these boards who is unclear on your stance regarding Iger.

Here is the strongest endorsement I will ever give Iger, and I don’t believe it is particularly disputable - given the three current options, he is by far the least worst for fans of Disney parks and media.

I’m getting lectured by the guy who infers everyone is a bigot if they don’t support every BAD decision Disney makes?

Pass…keep bowing to Bob…because he built Disney from scratch, right? They can’t survive without him, right? Why change now?

 

[Casper Gutman]

I’m getting lectured by the guy who infers everyone is a bigot if they don’t support every BAD decision Disney makes?

Pass…keep bowing to Bob…because he built Disney from scratch, right? They can’t survive without him, right? Why change now?

You’re lying about my position and you know it. Please stop insulting me and actually address the issue at hand.

 

[Sirwalterraleigh]

You’re lying about my position and you know it. Please stop insulting me and actually address the issue at hand.

You do it ever single thread.

We all have schtick…own it. If you don’t want to be told not to do it…the easiest way is NOT to do it.

 

[James Alucobond]

I’m getting lectured by the guy who infers everyone is a bigot if they don’t support every BAD decision Disney makes?

Pass…keep bowing to Bob…because he built Disney from scratch, right? They can’t survive without him, right? Why change now?

No one said to support bad decisions. No one said to bow to Bob. People are just a bit frustrated that you never engage in the actual discussion at hand, which I suppose is your prerogative, but why come to a discussion forum if you don't care to honestly read what is being said in order to respond accordingly? Instead, 95% of your posts can be summarized as, "Bob is bad. It must be reaffirmed with every breath that Bob is bad, else you are also bad and foolish."

You do you, but you may as well scream your frustrations into a pillow since you only ever seem to want to talk at people rather than with them.

 

[Sirwalterraleigh]

No one said to support bad decisions. No one said to bow to Bob. People are just a bit frustrated that you never engage in the actual discussion at hand, which I suppose is your prerogative, but why come to a discussion forum if you don't care to honestly read what is being said in order to respond accordingly? Instead, 95% of your posts can be summarized as, "Bob is bad. It must be reaffirmed with every breath that Bob is bad, else you are also bad and foolish."

You do you, but you may as well scream your frustrations into a pillow since you only ever seem to want to talk at people rather than with them.

None of us are strangers…

You want “engagement”? Ok…fair

I don’t want anyone from Trian or Blackwells near the board.

But the reason there is a threat is the pizz poor management by the status quo board and their now pathetic leader

So if they are soundly rejected…it will be taken (I fear) as a double down for the same bad management and what is now plainly a failing management style.

And we’ll see the same shenanigans “please…don’t leave Bob!!!???” Extension nonsense we’ve all seen for the last 10 years

It’s time to GO.

So a dignified…set transition and outside best candidates is 100% what is needed.

Hell…they make late Eisner look wise and dignified

This has been a pathetic, ego driven charade for years…especially the last two.

Put the pieces together and solve the puzzle

 

[Brian]

You are advocating for empowering Blackwell or Trian. Defend that position with references to thier specific proposals and history.

You are advocating against them, in favor of the "status quo" and, arguably, in favor of the Company's board nominees. Go ahead and defend that position with references to their specific proposals and history.

 

[James Alucobond]

Put the pieces together and solve the puzzle

Most of the people you're preaching to already have, yet you opt to continue condescending to them. The reason people respond negatively to what you have to say is because you're treating them like idiots when they've quite literally reached the same conclusions. Perhaps with slightly different thoughts about how to move forward, but the same conclusions nonetheless.

 

[LSLS]

Honestly I don't think both sides are that different here. I think Walter is saying Peltz is horrible and among the worst options like others. He's going a step further in questioning if the outright rejection of those board members by voting in the Iger board guys may be seen as an endorsement for Iger and how he has operated. If I had to guess, he does not have a clue what to do here, because Peltz and company cant be anywhere near this board, but change needs to be endorsed and occur now and there is a worry that a resounding win for all of Iger's guys could be seen as Iger is doing just fine. I'm not sold that would necessarily be the case, but I can see the worry to an extent (now that I've done what I should never do and put words in your mouth, fix whatever I just wrote).

​

 

[lazyboy97o]

No one said to support bad decisions. No one said to bow to Bob. People are just a bit frustrated that you never engage in the actual discussion at hand, which I suppose is your prerogative, but why come to a discussion forum if you don't care to honestly read what is being said in order to respond accordingly? Instead, 95% of your posts can be summarized as, "Bob is bad. It must be reaffirmed with every breath that Bob is bad, else you are also bad and foolish."

You do you, but you may as well scream your frustrations into a pillow since you only ever seem to want to talk at people rather than with them.

People who try to protect their sources often talk vaguely. The problem is that it’s easy to ape by those desperate to be seen as knowledgeable.

 

[Casper Gutman]

You are advocating against them, in favor of the "status quo" and, arguably, in favor of the Company's board nominees. Go ahead and defend that position with references to their specific proposals and history.

That’s incredibly easy. Until 2023, Disney had an unprecedented streak of success at the box office, including production of the most successful film franchise in history. I remain excited for many upcoming Disney releases. The company weathered an unprecedented series of challenges that rocked the entertainment industry better than most of its competitors. Its streaming service, an absolute necessity given Wall Streets forgotten mania (now replaced, as the article I posted reflects, with an equally idiotic and destructive fixation on AI), looks set to become profitable by the end of the year. I am deeply unhappy with many of the choices made in the parks and the prices they charge, but they remain successful world class resorts and could very easily be far worse. There is even some credible evidence from the current board of a desire to increase investment. On a note of minuscule importance that is significant to me, Marvel Comics is strong. Iger is, in my opinion, a bad executive, but not uniquely so - he is a product of modern corporate culture and is preferable to his counterparts at many other media companies. He is CERTAINLY preferable to Trian or Blackwell.

Your turn.

 

[Casper Gutman]

Honestly I don't think both sides are that different here. I think Walter is saying Peltz is horrible and among the worst options like others. He's going a step further in questioning if the outright rejection of those board members by voting in the Iger board guys may be seen as an endorsement for Iger and how he has operated. If I had to guess, he does not have a clue what to do here, because Peltz and company cant be anywhere near this board, but change needs to be endorsed and occur now and there is a worry that a resounding win for all of Iger's guys could be seen as Iger is doing just fine. I'm not sold that would necessarily be the case, but I can see the worry to an extent (now that I've done what I should never do and put words in your mouth, fix whatever I just wrote).

​

Yes. There are three bad options. Two are far, far worse than the third. Making that choice is easy unless you’re utterly blinded by rage.

 

[MisterPenguin]

Disney Activist Investor: Studio Should Embrace AI to Create Characters, Improve Parks

Blackwells Capital, an activist firm run by Jason Aintabi, is campaigning for board seats at Disney’s annual meeting set for April 3 and unveiled a "vision" statement Monday.

www.hollywoodreporter.com

Yup, these guys will sure “fix” Disney.

Yikes.

They want Disney to become a tech giant.

And then they criticize Disney for not already being a tech giant. {They don't even have AR short films made by AI yet!!!!}

And they conveniently leave out all of Disney's patents, their accelerator program, all the stuff ILM is doing (the Volume).

Worst of all they claim Disney bungled the transition to streaming when they're on target to meet their 5-year plan. Disney is #2 in the streaming wars.

A whole bunch of nonsense.

I mean, if they really wanted to criticize Disney's tech failures, there is always all the bugs in the MDE/Genie.

 

[Casper Gutman]

Yikes.

They want Disney to become a tech giant.

And then they criticize Disney for not already being a tech giant. {They don't even have AR short films made by AI yet!!!!}

And they conveniently leave out all of Disney's patents, their accelerator program, all the stuff ILM is doing (the Volume).

Worst of all they claim Disney bungled the transition to streaming when they're on target to meet their 5-year plan. Disney is #2 in the streaming wars.

A whole bunch of nonsense.

I mean, if they really wanted to criticize Disney's tech failures, there is always all the bugs in the MDE/Genie.

They want to beef up Genie by folding in AI.

Thanks for reading, though!

 

[Vegas Disney Fan]

Disney Activist Investor: Studio Should Embrace AI to Create Characters, Improve Parks

Blackwells Capital, an activist firm run by Jason Aintabi, is campaigning for board seats at Disney’s annual meeting set for April 3 and unveiled a "vision" statement Monday.

www.hollywoodreporter.com

Yup, these guys will sure “fix” Disney.

More proof Blackwell is the bigger threat to Disney as we know it. I still think Peltz just wants to drive up the price to make a quick buck, Blackwell seems to want to fundamentally change Disney.

 

[MisterPenguin]

Disney Board Of Directors Sends Letter To Shareholders Highlighting Clear Progress Made And Promises Kept As It Executes Strategic Transformation - The Walt Disney Company

The Walt Disney Company Board of Directors today sent a letter to shareholders detailing the progress it has made and continues to make on its strategic priorities, delivering on the promises it made just over one year ago.

thewaltdisneycompany.com

 

[Casper Gutman]

More proof Blackwell is the bigger threat to Disney as we know it. I still think Peltz just wants to drive up the price to make a quick buck, Blackwell seems to want to fundamentally change Disney.

Trian wants to strip it for parts, profits, and personal revenge. They’re both incredibly dangerous in different ways.

 

[Surferboy567]

For anyone who has voted, is voting all we need to do to attend the meeting? It says you need to pre-register… but there is no method to do so.

I assume all we need is our control number to join the virtual meeting, day of at the provided link?

I voted using mailed in proxy materials. I think you just listen to the call without any “official” credentials. As for attending the meeting I am unsure how that works. I don’t think there was reference of watching the meeting with the provided materials.