This proxy has more important implications than people think. It’s a vote for woke politics vs. common sense. If Peltz loses the studio will never have any resistance to putting out woke garbage. Hence, the Disney that we all grew up with will never return. All that will remain is an agenda that focusses on gay role models and/or worlds that only females are in power. Star Wars, Peter Pan and Little Mermaid are ruined. Next box office bomb is Snow White.
rikflaire
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Peltz is 100% right about his comments. There’s a huge difference between diversity and the woke agenda. There’s absolutely no reason to have replaced the little Mermaid with a black lead, have all female led super hero movies or introduce gay characters in movies made for kids. Every single woke movie has bombed. Every business should be focussed on profits rather than politics. Their core customers should always be with the “family”. Right now the studio is completely lost
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Peltz is 100% right about studio casting choices. It’s exactly why woke politics is a recipe for a box office bomb. The new studio president should scrap all future movies like the female led pirates, super hero and Star Wars. Aside from Captain Marvel there hasn’t been a single hit movie where woke politics has been front and center center
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No resistance to $118….we get there tomorrow!
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Zero resistance to $118! Here we come!
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Iger under pressure to perform for shareholders. No room for broken promises. He will deliver regardless of the proxy
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Correction, today’s close was 52 week high! No resistance until $118/$120 level which we’ll get with run up to next er. Next er will confirm more cost cutting and earnings to beat 23% profit forecast. The path to profitability will be hinted may happen by mid Q3 which will boost the stock to $135…..then $150+ once confirmed!
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Even though Dis ran out of steam we still closed at a 6 month high! Definitely good to close above $114
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Think about it this way, in 2021 Disney stock was $204. Everything was priced in at that point regarding dis+ being profitable by end of 2024. Well now that’s actually happening! The momentum soon the pendulum swing too far up then too far down….now it’s starting what will be a huge upswing! A year from now $114 will seem like buying near the bottom!
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Today’s action has nothing to do with George Lucas and everything to do with the increase in subs Dis+ will get from the Taylor Swift movie. Next quarter will release a healthy increase in subs which will help pull forward profitability prior to year end. Once Dis+ is profitable the stock will hit $150 quickly! This is inevitable regardless of the proxy fight!
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Taylor Swift movie aires tonight at 6. Expect Disney to announce “record numbers” which will carry this stock
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Patty Jenkins (female led) star wars movie green lit and daredevil show to cast 4 transgender characters ️️️️. Why doesn’t Disney learn this strategy hasn’t worked and will never work! Please vote Peltz onto the board and stop this garbage!
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Leaked rumors that Daredevil show looking to hire 4 transgender characters. Sounds like the studio still pushing woke ideas. Please vote Peltz in people!!!!!!
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With the DOW up 200+ Disney should’ve at least retested $113. Appears were in a tight trading range between $110-$113 until April 3 (investor day). That could get us out of thru range to the upside of $120
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Finally thanks to pressure from Peltz the stock is on the right track. I believe the stock will reach $150 by early next year. Dis + will reach profitability by the end of the year and there’ll be further cost cutting announcements that will improve earnings per share! Question is, when will Iger believe enough to buy back his shares?!
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Nonsense Hammerstone. Ask yourself, “when did the Dis board begin to care about shareholders again?” after Peltz threatened proxy, duh. All of a sudden after two years of spending and losing millions on woke movies, the studio pres “steps down” and Iger announces doc’s back on, new buyback program and tons of cost cutting! Ask yourself, “Why weren’t these measures taken in latter 2021 or al of 2022 when there stock dumped from $204 to $77?! Iger was too busy selling all of his stock. You mentioned “skin in the game?!” Iger sold 80% of his shares and Peltz called out how under owned Disney is by its own board! Anyway, all boards that underperform to this degree deserve an outsider to step in. Thank god he got involved!
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All boards need to be held accountable for their performance which is the very purpose of what activists do. Dis board doesn’t deserve a second chance. There’s no excuse for 2 years of underperforming. The stock was $140 in 2018 and $204 in 2021. Now we’re happy with the stock at $110 because of rose from $80?! It shouldn’t have dropped below $150 people! Let’s get back to profitability and please no more woke bullshit
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Of course Trian/blackRock will have a couple months to convince shareholders. In my view the Disney board had 2 years to turn the ship around and didn’t. They still haven’t put forth a convincing path for ESPN and or keeping dying assets like ABC. Meanwhile they continued producing work blockbuster movies and paid Iger $30 million last year for the worst stock performance in the company’s history!
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April 3 is the day of reckoning for the Dis board! The stock will have a run up into this day so any meaningful dip below $110 should be bought! Either way investor day will be a win-win, but much more upside if Peltz prevails. If Peltz loses the board’s direction of woke content and lackluster performance will be vindicated and hence continue at the pa e of their choosing. Activists will have been defeated stemming off other activists from prioritizing profits over politics. However, if Peltz wins Disney stock will benefit from better synergies with ESPN, further stock buybacks/div hikes and will stop any further (woke) content from being produced
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Next month there WILL be a board shake up. Peltz will most likely get a seat on the board which is a good thing. The stock price will only go higher with people more focussed on profits over politics
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