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Jan 18, 2024
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i mean, ike perlmutter is. still don't fully understand -- wait let me ask the question because i'm curious about this 25-plus million of the shares that you are voting, so to speak, are ike's, and then trian owns, my understanding is 7-plus million. what's your relationship with perlmutter is he paying you are you getting fees somehow you're doing an awful lot here that wouldn't seem to add the economic value for trian holders, given your relatively small ownership of disney when you take out perlmutter's stock. >> david, i am thrilled you asked that question. okay >> okay. >> thrilled, okay? because every fund around has investors, whether it's a pension fund, doesn't make a difference, whether it's a sovereign fund, and whether it's a bunch of individuals what is the difference it's money these guys want to make money. that's why they give money we just save one step. ike perlmutter gave us shares. he said, hey, guys, you figure it out i don't want to come back to the company. i don't want to be an officer.
i mean, ike perlmutter is. still don't fully understand -- wait let me ask the question because i'm curious about this 25-plus million of the shares that you are voting, so to speak, are ike's, and then trian owns, my understanding is 7-plus million. what's your relationship with perlmutter is he paying you are you getting fees somehow you're doing an awful lot here that wouldn't seem to add the economic value for trian holders, given your relatively small ownership of disney when you take out...
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Jan 3, 2024
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perlmutter's stock, part of that mr.or a long time, he has a big position -- anybody who's happy is brain dead. i'm really happy with the loss, this was a good loss. i don't like the playoffs, i'm going for a draft pick. there's no draft pick if you own disney. you don't get the draft pick. you throw the drink. >> you're talking skin in the game? >> yes. >> by the way, $300,000 does go to charity. you know, the temper drink? >> yes. >> goes to charity. and i understand there are people who, it's very hard sometimes i don't know why there wasn't a guard that didn't escort that fan out of the stadium. but no excuse. but the money goes to charity and it doesn't make sense that someone can heckle an owner throughout the game. >> that does move the ball forward jim cramer see you on "mad meyon" tonight. jolts and ism after the break. don't go away. with your hearing, if you start having a little trouble, you're concerned that it's going to cost you money. to this day i only paid... ...what i had to pay for the device. when i
perlmutter's stock, part of that mr.or a long time, he has a big position -- anybody who's happy is brain dead. i'm really happy with the loss, this was a good loss. i don't like the playoffs, i'm going for a draft pick. there's no draft pick if you own disney. you don't get the draft pick. you throw the drink. >> you're talking skin in the game? >> yes. >> by the way, $300,000 does go to charity. you know, the temper drink? >> yes. >> goes to charity. and i...
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Jan 17, 2024
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remember, much of the stake that trian is working with here is actually perlmutter's ownership. point out that his close relationship with perlmutter, coupled with him having been passed over in 2015 to become ceo successor would likely inhibit mr. rasulo's ability to work constructively with bob iger. >> i wonder if nelson peltz is happy with that salary package of bob iger. >> he got a raise. mostly stock >> that's true he gets the stock up, he would be very happy. >> you have to account for it now, but it's on the come. but it was twice what he had last year. $31.5 million is what it's valued at. >> probably working harder >> he's working hard maybe harder than he thought he would have to. >> yeah. >> he's got a couple of years to go we'll see. >> remember, this is -- a pprops of the maple bear merging with doordash and uber, this nfl story, keep it alive, david, that disney may be doing some deal with the nfl? or is that just fatuous? >> there are those who try to understand it from the perspective of why the nfl as a league would want to own part of one of its distributors,
remember, much of the stake that trian is working with here is actually perlmutter's ownership. point out that his close relationship with perlmutter, coupled with him having been passed over in 2015 to become ceo successor would likely inhibit mr. rasulo's ability to work constructively with bob iger. >> i wonder if nelson peltz is happy with that salary package of bob iger. >> he got a raise. mostly stock >> that's true he gets the stock up, he would be very happy. >>...
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Jan 18, 2024
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his firm would have little chance to get on the board alone pelts has also stewarded the shares from perlmutter who sold marvel to disney for $4 billion 15 years ago. why does this matter? a proxy fight will concentrate the minds of disney's directors. either they create more value or try to at least help or some of them get the boot. these guys do act as if they are in the playoffs going deep when they ain't even in the second division. finally one of the best calls we've ever made for the charitable trust, taking a sizable position in meta. when founder and ceo mark zuckerberg nounsed the year of efficiency that was a clarion call to get on board because the company had way too many employees. it worked. now we're seeing a similar albeit less strident firings at alphabet. the stock could be much more profitable now that they're right sizing things or saying ai's helping them -- i don't care. if you apply zuckerberg's chainsaw playbook to alphabet the stock could have a very big one from here. alphabet's year of efficiency. i bring these items to your attention because i want you to get away f
his firm would have little chance to get on the board alone pelts has also stewarded the shares from perlmutter who sold marvel to disney for $4 billion 15 years ago. why does this matter? a proxy fight will concentrate the minds of disney's directors. either they create more value or try to at least help or some of them get the boot. these guys do act as if they are in the playoffs going deep when they ain't even in the second division. finally one of the best calls we've ever made for the...
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Jan 5, 2024
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i think ike perlmutter, who built marvel, has to be unhappy given the fact he's a huge shareholder, and not going to endear -- i know they have new people, and i respect the new people. but i do think that when you have a stock with the total shareholder return that is so bad, it does invite people who want to get on the board who have shaken up other companies, and it tends to work. i know that's very contrary to what people think. >> yeah. software, a couple of moves. jeffries -- i'm sorry, no. it's snow. rbc, initiate outperform, 230. and then this downgrade at palantir over at jeffries, underperform, down to 13. >> i know. last quarter wasn't bad. but that was their only negative. they love all that high-multiple stuff. they love monday.com hub spot. i saw an ad. build.com. it's incredibly expensive. they want those enterprise software stocks. they never stop. service now, $650, goes to $775. these are the stocks that get sold when interest rates go higher. they get sold until they report the quarters, because that's what -- people want to buy ingersoll rand. they want tool and die.
i think ike perlmutter, who built marvel, has to be unhappy given the fact he's a huge shareholder, and not going to endear -- i know they have new people, and i respect the new people. but i do think that when you have a stock with the total shareholder return that is so bad, it does invite people who want to get on the board who have shaken up other companies, and it tends to work. i know that's very contrary to what people think. >> yeah. software, a couple of moves. jeffries -- i'm...