I posted a while ago about Disney's response to Nelson Peltzs' Restore The Magic but I have since made a whole video exploring both sides. Taking a look at both Restore The Magic and The Current Board is the Right One For Disney I had some thoughts.

[https://www.youtube.com/watch?v=P6ugNKm9TGY](https://www.youtube.com/watch?v=P6ugNKm9TGY)

I enjoyed this watching this entertaining segment !
As a multi-decade holder of $DIS shares, what we thought was really astounding was the relative drama-free period between 2005 to 2020 when Bob Iger was CEO.  Even the board of this entertainment behemoth seemed quite functional during his tenure.
Many of us will still remember the absolute chaos that was the latter part of Michael Eisner's tenure.  There was poor corporate governance, drama over the ousting of Roy Disney from the Board, theme parks that were a major drag on earnings, an animation division that was starting to pump out generic, derivative content, the costly Michael Ovitz saga and even poor succession planning reared its ugly head just like it has today.
We're not surprised we find ourselves in a time of Board disruption and operational challenges.  That seems to come with the territory with media conglomerates.  But despite all the drama and strategic missteps, there's one fundamental fact that always sees the company through difficult times: the enduring nature of its multi-generational content.  One could argue that Iger dramatically expanded Disney enduring franchise content and this has put Disney in a much better position than it was back in 2005 when Eisner was ousted.  That's what existing shareholders have to hang their hat on.  Despite the strategic and operational challenges this business faces, it will eventually make it through the other side because of the strength of its intellectual property.  We just have to endure all this drama until the business finds firm footings again.

Jazzi Young

Today we dive into Disney and the newest activist investors' challenge to the House of The Mouse. Nelson Peltz has several grievances with Disney from poor c...

https://www.youtube.com/watch?v=P6ugNKm9TGY

Disney, A Company In Crisis

A Further Exploration of Disney

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