Casper Gutman
Well-Known Member
If you set a fire you don’t control what burns. What you WANT is immaterial if you empower wildly destructive forces.
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Unsure who to vote for regarding the Walt Disney Co. Board
- Thread starter durangojim
- Start date
You do know that things can change for the worse, right?
Indy_UK
Well-Known Member
What do you think is actually going to happen though? Peltz, and Rusalo get elected to the board with their minority shares and somehow do a hostile takeover? It isn’t going to happen
Indy_UK
Well-Known Member
Well it was worse under Chapek which was all started under Iger. I’m genuinely curious to what people think is going to happen for the worse?
lazyboy97o
Well-Known Member
Someone literally just said it. Meticulously taking something apart to fix and rebuild it is not the same as smashing it and hoping it will somehow end up better.
There’s no point in voting for them if they’re just going to be ineffective. So either you’re ridiculous for supporting something that won’t work or you’re being disingenuous.
Casper Gutman
Well-Known Member
How much business history have you read?
You’re suffering from normalcy bias. The people insisting nothing will happen if Trian and Blackwell gain power are lying.
Indy_UK
Well-Known Member
Peltz & Co are not the answer to change things but I don’t get why people are so fearful of Iger and the board getting a kicking up the backside.
Currently nothing is going to change until Iger is willing to find a successor and leave and who knows how long that’s going to be?
Currently nothing is going to change until Iger is willing to find a successor and leave and who knows how long that’s going to be?
Casper Gutman
Well-Known Member
People are acting like Iger is 36. He’s not going to be there for another decade. You don’t have to destroy everything to get rid of him.
By the way, what posters hate isn’t really Iger, it’s the CORPORATE CULTURE THAT PRODUCED HIM. Empowering WORSE examples of that culture won’t fix anything and pretending Iger is the disease and not the symptom distorts every conversation.
By the way, what posters hate isn’t really Iger, it’s the CORPORATE CULTURE THAT PRODUCED HIM. Empowering WORSE examples of that culture won’t fix anything and pretending Iger is the disease and not the symptom distorts every conversation.
lazyboy97o
Well-Known Member
Because we know who is doing the kicking. Scared straight programs don’t involve an actual shanking.
Sure, if you ignore the changes that have been made, most of which are what Peltz claims to want. Even then, that’s not a valid reason to make things worse.
Casper Gutman
Well-Known Member
You want more buybacks?!?!
lazyboy97o
Well-Known Member
Are you trying to suggest that Peltz somehow influenced Iger to get into stock buybacks?
Indy_UK
Well-Known Member
That’s not what I said. Disney needs to do a lot of things to turn it around.
James Alucobond
Well-Known Member
Also, not a stalwart of Iger or anything, but there is perhaps a slightly better chance that Iger possibly learned something from his disastrous exit than there is that Peltz and Rasulo learned something from … absolutely nothing.
Andrew C
You know what's funny?
Probably some infighting, if you call that worse. I see that as a good thing though. A nice wake up call for Iger.
Andrew C
You know what's funny?
I see them as a tool for better in the long term. Short term is crap either way you go. They lost their way a while ago.
Casper Gutman
Well-Known Member
Wait… you’re not “melting it down” anymore?
Indy_UK
Well-Known Member
I doubt they are right the company, I don’t know but I’m just glad someone is putting pressure on Iger and his merry men (and women)
Andrew C
You know what's funny?
last time it was the threat of a hostile takeover to make things better. We will see.
James Alucobond
Well-Known Member
What they say they want to do is either what Disney has already committed to doing or worse. Mission already accomplished if for some reason you were hellbent on them making a few changes to deliver slightly more value to the shareholder. No reason to actually put these people on the board unless Peltz has a time machine to address his stunningly perfect 20/20 hindsight about the investment in the parks being belated.