[Woke-broke...] Stock down 40% Disney Shareholders and Fans Not Feeling The Love
"Leroy N. Soetoro" <[email protected]> Mon, 29 Jan 2024 19:57:57 -0000 (UTC)
| Newsgroups | rec.arts.disney.parks,alt.disney.criticism,alt.fan.rush-limbaugh,talk.politics.guns,sac.politics,alt.politics.economics,alt.politics.homosexuality |
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| Organization | The next war will be fought against Socialists, in America and the EU. |
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https://restorethemagic.com/ Trian believes Disney is the worlds greatest entertainment company, BUT it hasnt performed for shareholders We want this beloved company to live up to its potential for shareholders and generations of Disney fans. The Trian Group beneficially owns a ~$3B stake and believes the board needs new, truly independent directors. Trians board nominees, Nelson Peltz and Jay Rasulo, want to #RestoreTheMagic. Disney Shareholders and Fans Not Feeling The Love Trian loves Disney, but does Disney leadership love its shareholders and fans? Over the past decade, Disneys shareholders wouldve been much richer if theyd invested in the S&P 500 OR Disneys self-selected media peers instead. Trians board nominees Nelson Peltz and Jay Rasulo want to help. https://restorethemagic.com/wp-content/uploads/2024/01/10-year-TSR.png Disneys Board Needs Focus, Alignment and Accountability Trian believes the root cause of Disneys underperformance is a board that is too closely connected to a long-tenured CEO and too disconnected from shareholders interests. Disneys non-management directors have watched as shareholder returns have lagged. Non-Management Disney Directors3 Years of Tenure Disney TSR During Tenure S&P 500 TSR During Tenure Mary Teresa Barra 6 -15% 96% Safra A. Catz 6 -23% 69% Amy L. Chang 2 -54% 6% Francis A. deSouza 6 -23% 69% Carolyn N. Everson 1 -15% 11% Michael B.G. Froman 5 -24% 64% Maria Elena Lagomasino 8 -23% 137% Calvin R. McDonald 2 -54% 6% Mark G. Parker 8 -12% 156% Derica W. Rice 5 -26% 69% Source 3 Whos Invested in Disneys Future? Disney CEO Bob Iger has sold more than $1 billion in company stock since 2005 and currently only owns ~$19M of DIS stock. Disneys non-management directors collectively only own ~$14M in DIS stock. Meanwhile, the rest of the shareholders, like Trian, remain deeply invested in the hoped-for turnaround at Disney. Trians board nominees, Nelson Peltz and Jay Rasulo, still believe in the Disney magic. Value of Position in Disney https://restorethemagic.com/wp-content/uploads/2024/01/chart-1.png -- We live in a time where intelligent people are being silenced so that stupid people won't be offended. Durham Report: The FBI has an integrity problem. It has none. No collusion - Special Counsel Robert Swan Mueller III, March 2019. Officially made Nancy Pelosi a two-time impeachment loser. Thank you for cleaning up the disaster of the 2008-2017 Obama / Biden fiasco, President Trump. Under Barack Obama's leadership, the United States of America became the The World According To Garp. Obama sold out heterosexuals for Hollywood queer liberal democrat donors. President Trump boosted the economy, reduced illegal invasions, appointed dozens of judges and three SCOTUS justices.