I’ll give Peltz credit, he turned an L into a win by actually making money for his clients.

@dolyharianto

Ай бұрын

And that money probably came from Iger (via Disney) propping up the stock price for a while so that Iger would look a bit better during the proxy battle. Way to go for Peltz playing the game, it's a win-win for him.

@nyetzdyec3391

Ай бұрын

Speaking of Peltz playing 3D-chess... and winning... against a certain dufus... (whose initials are BI or RI) Here's another 3D-chess scenario... theory... What if the institutional investors, like BR, VG, and SS... are really in this for the LONG haul? What if they bought a lot of stock using their own customers' money... which IS exactly what they did... So that they could get control... which they WILL have whenever they want it... Then, when the previously mentioned dufus drives it into the ground (which is the reason they did NOT want Peltz)... They can then use their OWN money to buy it very low... then bring in someone to turn it around... Hey... it's just an idea...

@fishjones4618

Ай бұрын

That’s that fiduciary responsibility Andre was talking about.

@Denozo88

Ай бұрын

​@nyetzdyec3391 its happened before look at warner.

@denvan3143

Ай бұрын

@@nyetzdyec3391 Nelson Peltz is playing 3-D chess, Bob Iger is playing with a yo-yo.

Peltz: I know a sinking ship when I see one, byeeeee

Peltz should stay away from Disney, as we are now...

@walker1984

Ай бұрын

I could see him buying at say 50 if Iger really sucks

@jkvam

Ай бұрын

@@walker1984”If”? He does.

@walker1984

Ай бұрын

@jkvam Disney stock isn't that low. The idea is to let Iger f..k up which causes shares to tank and buy again at a low, low price.

@jacob4920

Ай бұрын

@@walker1984 Exactly. Peltz is playing the "long game," now. He and his cohorts now understand that Disney needs to crash and burn before they will even consider replacing Bob Iger. So now he is simply waiting for that to inevitably happen. Which it will.

@davfree9732

Ай бұрын

@@jacob4920Aye. Peltz made his people money. Now Disney is going to look at that, then look at Iger and think… “What if we got rid of Iger and went with someone like Peltz?”

I don't blame him for just cashing out. Disney isn't worth saving. Get your bag and just move to better ventures.

@freedomwriter1995

Ай бұрын

Wish peltz or Musk or Trump or someone with the money and courage would create a new media company and studio that actually gives customers what they want.

@isaacinkwell

Ай бұрын

@@freedomwriter1995a nice idea, but money can only get you so far you’d need to actually have good creative folks directing, writing and storyboarding to make the dream work just look at Disney, they must still have the money to continue to pump out films & shows but lack in the creative department

@freedomwriter1995

Ай бұрын

@@isaacinkwell that's because they fired anyone who was truly creative and replaced them with woke ideologs and mediocre DEI hires. I'm sure there's plenty of people who would jump at the chance to show their incredible talent to a company that actually cares about their abilities and not their minority or "victim" or transectionality status.

@darkwolfe6286

Ай бұрын

​@@isaacinkwellAlso Disney did not achieve it's status overnight this is a company that had a wonderful vision and was built over decades bringing in creatives people of talent and motivated cast. Iger and his ilk have squandered and chased away everything and everyone who helped make Disney magical.

@RichardPhillips1066

Ай бұрын

It is worth saving , but it can't be saved , too much damage has been done. and the purge needed is too huge. Unless Disney is sold leaves public ownership, and Musk type character takes over , but what sane person would want to do that

It is a defeat for Disney, not Peltz.

Man I'd feel so humiliated walking out with a billion dollars.

@geneangrypenguin5876

Ай бұрын

Fanning your self with cash, "I do declare I may never recover."

@tubetorpedo

Ай бұрын

But he only did a billion. /s Naturally he would liked to make more, but I think that is perfectly adequate result at this situation. When you cannot win bigly, settle for a billion. ¯\_(ツ)_/¯

@davidgantenbein9362

Ай бұрын

@@tubetorpedoHe is probably quite happy with the outcome as meaning more money would have taken more time. Given Disney spent billions on buying ts own stock before the proxy battle, Nelson Peltz must have benefited heavily from Disney pushing the price up for him. And he can always return, should the price fall below 80 dollars again, he know has the cash to buy even more.

At this point, Disney is just UNSALVAGEABLE! Vanguard, BlackRock & State Street can just rot in hell!

@yaldabaoth2

Ай бұрын

That's exactly from where they operate.

@TheJcjonesacp

Ай бұрын

That model of these woke money companies infusing these companies with money can’t be sustainable right? Like that isn’t a sustainable business model.

@LeeONardo

Ай бұрын

@@TheJcjonesacp of course not, it's actually a good thing so many companies, for whatever reason, are scrambling for the DEI cash. the more companies do it, the more products etc fail, the more money is lost and at a faster rate. It's hilarious.

@TheNakedLarry

Ай бұрын

@@TheJcjonesacp its your money not their..they play with your money

@TheJcjonesacp

Ай бұрын

@@LeeONardo so just wait until blackrock and co can’t foot the bill and watch the Ponzi scheme fall?

Disney is over

@iangiovanni6555

Ай бұрын

their stock is now up 30% . i don't get it ....

@Zhtrik

Ай бұрын

@@iangiovanni6555Down 23% over the last five years.

@jacob4920

Ай бұрын

@@iangiovanni6555 The major sell-off prompted that. It's purely an economical reaction to a major share sell-off. It happens at every company, on Wall Street. But if more shares get sold, while the value is up, that will only cause more harm, in the long term, as more and more shareholders abandon Disney. Which will ruin Disney's stock value for all time. It's a vicious cycle. And the stock boost is only temporary, even if nothing further occurs.

@NoFace-ke9pc

Ай бұрын

​@@iangiovanni6555buy low sell.high. except it's going to keep going lower. People really can't see their nose

@johnbox271

Ай бұрын

Big win for Igor. "It's about power and who gets to use it"

Peltz got Iger frantic, re-arranging the chairs. Then mic dropped, and walked away with cool billion in value for Trian, zero fucks given.

Since Disney is beyond saving. Time to end it.

@jkvam

Ай бұрын

“Old Yeller” was produced by Disney.

@JustaGuy_Gaming

Ай бұрын

Honestly I wouldn't say it's beyond saving exactly. It's just not very likely to happen. But it would take a lot of time and money to recover. Years of firing staff, retraining new ones, canceling most projects they have in the works and starting new ones. It would be 5-10 years of basically no profits to make that change, and they aren't even starting to do it.

@stevenstehling

Ай бұрын

​@@JustaGuy_GamingIt is beyond saving. I will never watch anything from Disney again or give them money in any way. I'm not alone.

@jturner2577

Ай бұрын

​@@stevenstehlingThe majority of Disney content I watch nowadays is their Television Animation.

Peltz is a genius. Stock will drop by half, he'll buy it back and get half the board seats.. well, thats at least my dream

Turns out, even the biggest corporations can forget that their stocks value is only worth the money investors are willing to pay for. The worst thing that could happen to them would be for investors to decide their stocks aren't worth it.

The majority of Disney Shareholders agree with the message. That is why Peltz was never going to be able to win. Now he realizes it.

@Avarn388

Ай бұрын

Agreeing with a message will not guarantee them any profitability and even if they somehow don't care optics are a thing with companies. You can't be saying you are making world class content while continually punching yourself repeatedly with bad decisions. It's stupid.

@Zhtrik

Ай бұрын

They are the worst kind of fools, ones with vision.

@FirestreakRodimusPr

Ай бұрын

@@Avarn388 they don't care about losing millions if it cements their hold over culture.

@NathanCassidy721

Ай бұрын

While I don’t disagree, this isn’t a loss for Peltz. After all he just made more money than all of them by selling his stock and made his shareholders happy. Not to mention they will have another black eye with The Acolyte, which has been a never ending disaster since that trailer came out.

@doctorfate6414

Ай бұрын

I don't think so. I think the so called "steakholders" were given votes and lots of them. If that's true then when the remaining shareholders learn about that and see the value of Disney do a double plummet Disney will die absolutely.

I can't blame him there. Made an effort to fix this mess, but wasn't allowed to do so. Might as well let Disney burn itself down and see what's left in the ashes.

"Burn, baby! Burn! Disco Inferno! Burn, baby! Burn!" 🤣

@megamakina7088

Ай бұрын

I am more of the roof, the roof, the roof is on fire type of guy. 😅

@reservoirdude92

Ай бұрын

Disney Inferno!

@ChristopherNealBUSHIDO49ERS

Ай бұрын

@@megamakina7088 WORD! 🤣

@ChristopherNealBUSHIDO49ERS

Ай бұрын

@@reservoirdude92 PERFECT! 🤣

I honestly don't care anymore. I am tired of constantly being bombarded by bad news from everywhere. We need to focus our time, money and energy on good studios who makes good games and movies. Scavengers Reign is one of the most amazing sci-fi shows I have ever seen, yet nobody is talking about it, but DEI, Disney and crap entertainment gets our time and energy. Time to focus on better things. It feels like the entertainment industry has just become as depressing as the 6 o'clock news that covers war.

@Tyrannocentus

Ай бұрын

Scavengers Reign huh.... yup I've never heard of it. Off to hunt it down I shall go.

@Obi-WanCanBlowMe

Ай бұрын

Scavenger’s Reign is the definition of DEI

@Rellana1

Ай бұрын

Pity it's not getting a second season,for what I can tell.

@tubetorpedo

Ай бұрын

Iron age; there are plenty of good comics, shows, movies and games out there. Especially more independent creators doing their stuff, French comics, manga etc. Also gazillion old great things which I mainly go for at the moment. There are numerous series, movies etc. done in last 30 years which are great. Really not seen them all.

@JiriJustra

Ай бұрын

Frieren : Beyond Journey's End (Sousou no Frieren) - great new anime; one guy compared it to Princess Mononoke and it was not a bad comparison :)

Just a way to say FU to Disney

Can't blame the guy for leaving a sinking ship.

smart of Peltz, if the other shareholders dont want to make money thats on them

It's not a defeat. It's a retreat. And a wise one.

Give up on Disney

@bulldogsbob

Ай бұрын

Yeah the Shareholers who like what Iger is doing.

Bob no longer has the "distraction" excuse

He's finally given up. Well, we tried to warn him, but I respect him for trying. Blackrock won't let Disney go, and Disney have alienated almost the entire customer base (with the woke "modern audience" not being actual customers who buy anything.) It's like someone slowly poisoning themselves with tobacco or alcohol, while calling all non-smokers and non-alcoholics "bigots" for not supporting their destructive lifestyle. Peltz was their last hope to save Disney, but they're beyond redemption, now. And frankly, I still haven't forgotten about their meddling in Florida's laws (and I don't even live in that state) and proudly pushing LGBT propaganda to children in movies like Lightyear and Strange World (and I'm not even a parent or anti-LGBT, per se.) Disney is full of too many "men in white vans with candy" for me to feel anything but schadenfreude at their inevitable demise, and I for one can't wait for them to finally collapse. Great job, Iger!

@Raspse7en

Ай бұрын

Another thing with Peltz bailing on Disney is since Peltz haven't won a board set, Iger and his goons don't have a go to "scapegoat" they can conveniently use when things go wrong. So yeah. everything that happens to Disney will continue to be on THEIR hands.

Blackrock might buy that stock up to protect their holdings.

@dalemanolas5994

Ай бұрын

Yeah, Disney can just be Blackrock's social propaganda bullhorn. It pretty much already is.

Peltz did the right thing selling his shares, he was the last hope people had on Disney returning to be an apolitical family friendly entertaintment brand. Disney is doomed.

@kazekamiha

Ай бұрын

As it stands Disney needs to crash before it can rise once more.

‘Revenge is a dish best served cold’ - WELL DONE NELSON! 😂😂😂😂✔️

@DSN262

Ай бұрын

What revenge

There might be one last hope, the Gena Carano lawsuit. Hopefully it will embolden other people to sue iger and his echo chamber into oblivion

@leongay3190

26 күн бұрын

oh yeas

Everyone who isn't in stakeholders club should sell now, too. I'm sure their money and time will be better spent elsewhere.

Iger's the one who steered the ship into the iceberg. He's also the one claiming there's no iceberg, even while the band is playing on their final performance on the deck.

Didn't Calpers get out before Peltz? Also, Peltz can always take the Billion in profits and get back in when Disney's stock leaves the toilet and lands in the sewer.

The crazy thing is it's the right move no matter what imo. Even if Disney wanted to fix the problems it has, it would take years to remove all the problems and train up new workers. If Disney made a profit within 5 years of trying to make those changes I would be surprised. Consider that basically Disney would have to fire nearly every one in management, train up new people and deal with countless activist in it's ranks that would do anything to make Disney look bad if it helps their "cause.

Buy low, sell high. Peltz knows that the Disney stock price can only go down under Iger. Once it hits rock bottom, he’ll be able to buy Disney at penny stock prices and then make a play again for the board of directors.

Peltz not only gave Iger a black eye, he should have told F.U. too!!!!!!

First black eye came when he joined “The Big Club”.

Really digging your videos, keep it real!

This is also a pretty big vote of no confidence in Iger's ability to add value to the Disney stock, which is precisely what his job is supposed to be.

Does anyone want to place bets on how low Disney stock sinks by this time next year?

- Kathy out trashing men in the trades - Peltz dumping all his shares Yeah…Disney is marked for death.

Wow, what is the floor for Disney then, I wonder ... ?

Disney is now the Hindenburg. It's time to short Disney.

@djanitatiana

Ай бұрын

The short will be the sweetest moment of this whole sorry saga.

@DeaconG1959

Ай бұрын

Work those put options!

Interesting that this didn't come out until now, despite the selling starting a month (or two?) ago. Is there some sort of disclosure rules for investors or non-interference rules for publications that meant it could only be reported on now? It seems like it should have been news long before the final share was sold if it was possible to do so.

As great of a businessman Peltz is, he saw Disney wasn't worth saving anymore is very telling

@darkwolfe6286

Ай бұрын

You can't save a sinking ship, when it's the Captain and the crew punching holes into the hull itself.

Everyone should pay close attention to what he just did,...he knows something about the situation everyone else is missing. You don't bail with that much stock holdings except when the ship is sinking!!! Look at what the one from Games Workshop,she dumped her stocks.. when rays jump ship..it means it's sinking folks. Grab your life vests.

@mark-wh2yv

Ай бұрын

Sorry...bad spell check...rats jump ship

@MarvinPowell1

Ай бұрын

It's been sinking since 2020.

@Raspse7en

Ай бұрын

@@MarvinPowell1 Yeah. From that point, the only thing that keep bailing them out from all their failure after failure is the parks... BUT EVEN THEY'RE MESSING THEM UP NOW! Sooner or later, Disney will nothing to make up for their ever piling up failures and blackrock/vanguard ESG investments won't be enough to save them since those loses are stacking up more and more.

@davidgantenbein9362

Ай бұрын

I disagree, bailing was his only option. First, he himself wanted on the board due to the mismanagement, so he himself believes that Disney is badly managed. Second, Bob Iger summoned other activists to fight off Nelson Peltz and Disney bought back shares for billions, driving up the stock price during the proxy battle. So if you don’t believe in the longterm success of the current board and you know that the proxy battle inflated the stock price, selling asap is the only correct reaction. Everything else is risking huge losses based on all you know and believe.

He wasn't just up against Disney DEI is a Black Rock endever as wall as a the WEF and the WEF is a subsiterary of the United Nations That means he was up against a Global monstrosity

Disney is a lost cause and Nelson realised this after losing the proxy battle and cashed in and made bank!

I cancelled my subcription a few mounths ago. the only interest to me now is seeing them get what they deserve, which is ricicule and contempt for trying to force there message instead of gently nudging.

I feel so bad for Walt Disney. More people are rooting for the company’s demise, which includes his entire life’s work. Iger’s plan to make the public abandon Walt is working.

I don't see how this is bad for Disney. This literally allows them to keep destroying themselves, and now with him and his group gone, they can do it without anyone bringing it up. Sure it is going to kill the company, but that is what modern Disney wants to do to itself.

Disney is done. I have come to peace that Star Wars is dead. So is Indiana Jones, Willow, and the MCU. Now I just want to see how hard disney falls.

I think that they will get now even more woke, not that I care anymore.

Disney's victory is an insane drowning man successfully fighting off his rescuers.

He did the right thing, Disney is at $101 in price at this moment.

This is probably for the best. No more lines for iger to pull himself out of the holes he's dug.

Your last statement was spot on. The stock will decline. But there will be attempts to rally. But it will be from ideologues not true investors. Then price goes down and the proxy wars continue. It’s a mirror image of what’s happening to our federal and state government.

Iger cashed out his Disney stock The Blackrock board hold very little stock Now Peltz cashes out No one has any horse in the race. A management team that can run Disney into the ground and not suffer. Institional investors are idiots.

Feels like Nelson pells got the last laugh.

I can still kinda see him buy more shares after acolyte tanks and loses even more stock value. Can buy more for cheap after that to use for a takeover or wait for price to slowly go back up before selling off again

Means nothing to me. Since I don't have any shares in Disney.

May be time to short Disney

Peltz do the correct thing. - That Acolyte will come and flops real soon. - Plus everything else of this year Disney except Deadpool is Dreadful. - So, sale now let Disney do bob thing, then buy back more shares at no extra cost.

Disney is in for it now.

Absolutely genius video Midnights Edge! I think your right

He will fuddle his money to BlackRock to buy back his shares at discount price once Disney stock takes a hit later in the weeks.

That's a shame because #Disney is completely lost now.. Well you'll see how much #Blackrock and #StateStreet continue back #BobIgar #DEI trash 🗑

I am reminded of the scene in Indiana Jones: The Last Crusade where Elsa keeps reaching for the Holy Grail even when it is clear doing so will bring about her demise. This is current day Disney, so fixated on that DEI Grail, they refuse to admit their pursuit is killing their business. Personally, I could not care less anymore. I only follow these videos now because I really want to see the mouse tumble into that abyss, knowing I can look forward to videos of The Proper People exploring the forsaken ruins that once was the Disney Empire.

Peltz may have lost the Battle, but he won the War! You can't lose focus on your main goal - Making a Profit. If you wound up too attached to the war, you may make a loss.

I'm still holding out for a Star Wars spin-off starring Lizzo as that Jabba's Palace alien diva thing. Nelson Peltz was a threat to that.

@ExaltedDuck

Ай бұрын

nah, she could be a hutt jedi. SA KEE WAAN NOT THE DROIDS OO BOO VO KOO HA HA HA HA

Peltz being the competent party in this battle is something downright shocking to see given his actions in the 90s is why he is the literal textbook example of incompetent American executives and how the broken way American corporations hire and pay executives insentivives them to destroy the companies they run that's used in business school textbooks, right next to Michael Eisner who did the same thing since people forget that while he became a billionaire running Disney, Disney shareholders got less returns then federal bonds would have during his time running the company.

To quote Yzma: "Well, it ain't getting any better"

Wait! Peltz might have been thinking that Disney prices really will plummet in the next year, and so that the Money he gets NOW from selling his shares, if set aside, could go into buying up an even bigger stake that would put him back into play for some future Proxy War. Really, if Disney had another disastrous year, a second battle could more likely turn his way. Thumbs Up for the news.

A Scarlet Witch movie!?! That's what they are planning now? Yeah, he did the right thing by cashing out. His money and efforts can be put to better use elsewhere.

If park attendance continues to stagnate during the summer, Disney + continues to underwhelm, and the only bright spot on their cinematic ledger this year turns out to be the rated 'R', Deadpool & Wolverine, I expect their stock to plummet into the $80's, if not lower. Peltz could be back with even more shares purchased at bargain basement / fire sale prices. This is going to be a very bad year for Bob Iger.

For Disney this is the very definition of a Pyrrhic victory

I commented at some point that Peltz's interest in Disney was driving the company's value up. Peltz did try to change things and we appreciate the effort. As for selling the shares, it's the best thing he could've done given he was going nowhere. I'm curious to know who will buy the now available shares, at what price and how many. If Iger and his minions do it, which they won't, they know they'll lose money. Hopefully no other idiots will buy them.

They have killed any interest I had in their properties so it won't affect me anyway.

He can always buy those shares back when the price drops even more as it inevitably will. He - and other shareholders - could have made more money by making the right decisions to push the price up to $200 or more but he got a healthy cash profit quickly and can still come back to take over the company later.

Warren Buffet sold his Paramount shares and everyone could see it spelled bad news bears for those fools. I could see this having a similar effect.

There is a saying that electorates get the politicians they deserve. That is, they will get good governments when they vote for them. The same probably ought to be even more true for corporate governance because the questions are generally easier. It is ironic that Disney may actually be worth its current share price. But that assumes that the company will take the necessary medicine without changing the doctor who prescribed the wrong medicine before. (Note: This is neither financial nor medical advice!)

I would have sold my shares when Deadpool comes out and then cut and run

So basically we are watching that scene from The Boys where Homelander and Edger talk one last time and Edger is basically cashing out and letting the chips fall where they may.

I haven't been a fan of Disney for a while. I liked when they put out No Way Home. Everything else has been misses for me. I luckily saw Force Awakens and sold out of Disney when the share price was closer to $200. I think I made a few bucks off of it. Nothing like Peltz, but I was also just starting my investment journey.

Trian held 1.77% of Dizney stock. Eventually Peltz will have the choice of reacquiring that 1.77% or a large coffee at Starbucks with change left over.

The brand has been long dead. Peltz finally admitted it and made money out of those idiots on the way out. #RIPDisney

He probably heard of something really dumb going on or maybe some of the same shenanigans and was like, "ok how much can I make if I sell right now? Ok, go for it, bye bye Disney."

Iger: “Bu…but WHY??!!!!” Peltz: “Yourself, the board you control and the investors have made me realise you really don’t want the company to be saved.. so I am out and I’m cashing out too!!”

Peltz made the right call. Disney hit $85 last year, and they haven’t made any real substantial changes to change course. So logic would dictate that this year to early 2025 the stock will likely drop below that. They need nearly every film to strike it rich and be profitable otherwise they will still be losing money. And Universal is hitting their stride in Florida so their parks are now facing real competition. I’m not sure they have a strong dependable revenue stream anymore

Unbelievable, how some news outlets try to frame a 1 billion win as a lost proxy war. 😅 Looking at the chart he has chosen the perfect time to sell. Perhaps he will reinvest, once they are under 70.

Im sick of ppl asking what woke or what a girl boss is. Cant remember who said it but "i dont know what pornography really is but i know it when i see it."

*I already had little hope for a course correction, but now it's officially over.* Iger & co will continue to burn Disney to the ground over the next few years, and they will hand over the reign of this sinking ship to some "alphabet" people, who will keep blaming their failure over their public. Peltz and Purlmutter are already old now, so even if Disney is up for grab in a few years, they will probably be too old at that point (if they're even still there).

When the share price drops far enough, Peltz may buy back in for the next round.

Peltz sold his shares after the first take over. He then bought up his new position for round 2. If he goes round 3, he'll do the same. WDW Pro covered this.

What it tells me is that Nelson Peltz, a man who built his career in his company on finding companies and fixing them and making them better has determined that Disney is unfixable and is now digesting himself and washing his hands this means and this should be a signal to other investors to dump their stockand follow suit and when that happens, your career is going to go down the toilet an accelerated rate

Bob Iger was the Joker burning a mountain of mobster money, saying "It's not about the money. It's about sending a message." Now Bobby is promising to burn smaller mountains of money from now on. For, uh, the environment! Yes, he's even promising to look into clean-burning money.

Hey George, I hope you have no plans for your shares. Don´t worry, Iger said it will be fine!

@XaqNautilus

Ай бұрын

Maybe George divested too. That would explain him talking ill of Disney very recently.

It was a good try Peltz. He really tried. but the company is past saving. It needs to crumble.

And todays good news just doesn't stop! Today must be that day Dr. Dre was talking about in that song of his. "Today was a good day". 😎

Nobody cares. We are relishing the demise of Woke Disney in pure, unadulterated apathetic bliss.

Lions will chase and eat healthy deer. If the lions are kept away from the deer. The deer will become food for the carrions. That will be the fate of Disney. They artificially kept the lions away,Lions that could make the company great again. But now the fate of the whole company is to collapse and be broken up into its component parts. The sweet meat eaten, and the rot left to oblivion.

Disney is unsavable

Hey, he realized that they would never accept his help and decided to jump ship before they took him down with it.