Do you think Nelson Peltz and/or Ike Perlmutter will/should oust Bob Iger this year or even immediately and become (the) next Disney CEO(s)?


Despite notable successes that Disney had recently (like Inside Out 2 and Deadpool & Wolverine making bank), the stock is still not in the best shape:

https://www.marketwatch.com/investing/stock/dis

And while Peltz/Perlmutter sold their stocks after what happened in April, Perlmutter did say this:

In a parting dig, he told the publication it’s because he doesn’t have confidence in management, and that he might be a buyer again if it falls to $65-$75.

Disney stock is trading down about 3% today at $91. It’s been as high as $124 and as low as $79 over the past year.

https://deadline.com/2024/07/ike-perlmutter-sells-entire-disney-stake-1236019211/

Based on these, do you think:

  1. Disney is at death's door like YouTube channels like Valliant Renegade is claiming and Peltz/Perlmutter are only ones who can save it, and therefore, Iger must be ousted immediately and have those two take control of Disney? Why or why not?

  2. They will try to oust Iger later this year? Why or why not?

Also, if only they can save Disney, how do you think they're going to save it?

Disclaimer: I don't watch Valliant Renegade videos. I used that channel as an example because at least some people here seem to think that it's credible.


Comments

Leave a Reply

Your email address will not be published. Required fields are marked *