re: Disney shareholders discussion

Shareholder here - nearly 500 shares accumulated over the years.

Disney is rotten to the core right now. Executive management is not in touch with the real world. Media developers and steaming experts have injected their warped, non business ideology into the strategic planning of Disney.

The Board is as bad or worse than executive management. Now, all that said, only DIS has the ability to escape the clutches of Apple, MSFT, Amazon and Google to remain an independent media content provider….and be the best in the world.

I would not be shocked if you see the business split - parks, recreation and real estate then have media / streaming as its own business.

In 20-30 years the DIS failure of current management and board will be taught in finance classrooms across the nation.

Disney led with feelings and emotions and has put the entire balance sheet at risk….rather than sticking with sound business fundamentals that create returns for the shareholders.

Deep down, I think the marketing power of Disney will be a long term winner BUT they have to tone down the feel good, ESG, bend the knee to every employee feeling mindset.

None of that crap results in returns for the owners.