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

[Surferboy567]

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.

These guys are bad news, and need to stay far far away.

 

[Vegas Disney Fan]

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

View attachment 770331

If I were an investor this would likely get me to vote for the status quo, as a parks/movie fan I see nothing positive here though.

It stinks Disney has fallen into an either/or position, they can either make the investors happy or their fans happy, in the past they managed to do both simultaneously.

 

[Sirwalterraleigh]

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.

Then people should stop asking what I think…if the “tone” is the problem

Because that’s an excuse 99.9% of the time.

I’m not creating the world we live in…just commenting.

No one needs to agree with me - I respect that - and anyone is free to hit the button.

 

[Sirwalterraleigh]

These guys are bad news, and need to stay far far away.

They are bad news…the question is why do they exist?

 

[Surferboy567]

They are bad news…the question is why do they exist?

 

[Sirwalterraleigh]

View attachment 770337

The threat wouldn’t exist if the management hadn’t been so bad for the last 5 years

That’s the fire behind all this smoke.

 

[Surferboy567]

The threat wouldn’t exist if the management hasn’t been so bad for the last 5 years

That’s the fire behind all this smoke.

Yeah, as many have said the current management is not the greatest. I have stated this on a few different occasions. They are however leaps and bounds better than these “activist” investors. At least the current board won’t try and potentially pull this company apart till there is nothing left or replace their current studio structure with AI.

To your point yes, that is the “fire” behind all this “smoke”.

 

[James Alucobond]

Then people should stop asking what I think…if the “tone” is the problem

Because that’s an excuse 99.9% of the time.

I’m not creating the world we live in…just commenting.

No one needs to agree with me - I respect that - and anyone is free to hit the button.

They're not asking what you think. They're asking that, when you quote and respond to them, you actually respond to them and the point they've raised rather than condescending to them and disingenuously suggesting they took a position they never took. If you just want to vent into the void, you might consider not quoting people; then they won't feel compelled to correct you if you misrepresent what they said.

 

[Casper Gutman]

Yeah, as many have said the current management is not the greatest. I have stated this on a few different occasions. They are however leaps and bounds better than these “activist” investors. At least the current board won’t try and potentially pull this company apart till there is nothing left or replace their current studio structure with AI.

To your point yes, that is the “fire” behind all this “smoke”.

Also, the predators are circling right now largely because the entire entertainment industry has been shaken to its foundation and they sense weakness. WB and Paramount will probably be gone by 2025.

 

[commandorabbit]

These guys are bad news, and need to stay far far away.

They are like 6 months too late for when just saying "AI" would get people to think that means something. Other than gut the labor force and severely cut costs, that is.

 

[SplashJacket]

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.

Congratulations Blackwells Capital. You've discovered Industrial Engineering!

 

[Sirwalterraleigh]

Also, the predators are circling right now largely because the entire entertainment industry has been shaken to its foundation and they sense weakness. WB and Paramount will probably be gone by 2025.

…so Disney isn’t doing too bad, huh?

FOUR MORE YEARS! FOUR MORE YEARS!

 

[Sirwalterraleigh]

Yeah, as many have said the current management is not the greatest. I have stated this on a few different occasions. They are however leaps and bounds better than these “activist” investors. At least the current board won’t try and potentially pull this company apart till there is nothing left or replace their current studio structure with AI.

To your point yes, that is the “fire” behind all this “smoke”.

I don’t disagree that these are dregs of society trying to weasel a path in…

But the problem is that the current cushy failing board and Napoleon still has to go ASAP.

It’s been going on 2 years now and the “new direction” is the same tired tricks that are already falling flat - bad sequels from overstretched IP, pathetic remakes, a stream that can’t get its head above water and a park/resort portfolio needing new investment NOW to make up for not enough for decades now

None of that is getting better

 

[Brian]

Napoleon

 

[Casper Gutman]

I don’t disagree that these are dregs of society trying to weasel a path in…

But the problem is that the current cushy failing board and Napoleon still has to go ASAP.

It’s been going on 2 years now and the “new direction” is the same tired tricks that are already falling flat - bad sequels from overstretched IP, pathetic remakes, a stream that can’t get its head above water and a park/resort portfolio needing new investment NOW to make up for not enough for decades now

None of that is getting better

Please answer this question clearly and directly: Which of the three available slates should Disney shareholders vote for?

 

[Model3 McQueen]

How much enthusiasm do you think iger’s lost after having to deal with all this? I can’t believe at his age that he would want to continue running the company when his contract is up. And his board of yes people have so little entertainment experience id expect them to move on after Iger. Idk what the answer is but Disney is in a dark place.

 

[Indy_UK]

Iger hasn’t had any Enthusiasm since he bought Fox from Murdoch. It’s only his Ego that’s keeping him around

 

[Andrew C]

Voting for the same peeps over and over again, and expecting a different outcome. Unless you like the status quo...

Sometimes you got to melt it down to make it better.

 

[Casper Gutman]

Voting for the same peeps over and over again, and expecting a different outcome. Unless you like the status quo...

Sometimes you got to melt it down to make it better.

This is an utterly insane thing to think.

If you want to burn it down, it’s because you want it burned down. Which some here do.

 

[Indy_UK]

Oh come on. Nobody wants to see Disney burned down and sold off for parts by Peltz but there are more and more like myself who are absolutely sick of the status quo and want change.

The zombie board Iger put in add NOTHING and as soon as he goes they will all be gone too.

Just because some are willing for the boat to be rocked doesn’t mean it’s going to sink