BOND’s Post

FWIW, I’ve obsessed over the Walt Disney Company for the past 6-7 years & think it’s one of America’s most important corporations. I’m not just talking about the company’s contribution to the economy or the larger business world, but to American grand strategy. For decades, Disney helped to manufacture a deep & abiding self-confidence in America & the vast potential of free societies which upheld the rights of individuals; & Disney exported those values & optimism about the future to consumers around the world. Disney also curated a common “mythology” to four successive generations of Americans from young children today to their great grandparents. Apparently, that’s not good enough for the current management which has openly aspired to be a “global” company (& not just an American company) since Bob Iger became CEO in 2005. Roy E. Disney, who had been instrumental in saving the company in 1984, believed that Michael Eisner was taking the company in the wrong direction (after rekindling the magic in the late 1980s & 1990s) & once again sought to “Save Disney”. He mistakenly thought Bob Iger was the right man for the job & was subsequently kept at arms length. Walt Disney literally went to war with Marxists who sought to hijack his company; Eisner did too in his own ways. They held the line & built Walt Disney into a huge company & the gold standard of family content, parks, merchandise, & expriences. Unfortunately, Disney is now an impenetrable fortress with a giant market cap & has been taken over by insurgents who came in via the back door of internal promotion. Iger — &, for a short while, Bob Chapek — allowed a cohort of leftist radicals to disrespect multiple generations of American families & families around the world with an elitist/leftist vision to “Reimagine Tomorrow”. Some may argue we are witnessing a historic business failure; but I’m not sure we can call it a failure. Opponents of classic liberalism & the American way — with the support of an “ESG” obsessed cartel of index & mutual funds — have so far suceeded in subverting & degrading one of the greatest cultural nodes of American soft power. What was once one of our greatest strategic messaging platforms to our kids & to the world is now preaching a very different set of values. I have wondered for years if some path to saving & renewing the company might exist. It’s too big for an leveraged buy-out, which makes a management coup & turnaround difficult — if not impossible. It could possibly be influenced, but not totally taken over via a proxy battle & public opinion campaign. Otherwise, multiple companies & personalities may need to step into the void & fill Disney’s role in America’s cultural arsenal. I have no idea how this saga is going to play out but respect Nelson Peltz for trying. Don’t overlook the fact that his Disney turnaround website evokes the same slogan that Roy E. Disney had printed on bumper stickers 21 years ago: “Restore the Magic”. https://lnkd.in/g44EqQcb

“The way to get started is to quit talking and begin doing.” -Walt Disney #lifequotes #inspirationalquotes #dailyquotes

So true. Personal communication (speaking) is so important.

We've got updates on the soon-to-launch Disney Treasure and everything we know about the newest ship in the DCL fleet, the Disney Destiny. Check out the full video here!! #disney #disneycruiseline #cruises

Check out our latest video! 5 Things Not to Miss on the Disney Wish

Walt Disney's legacy speaks volumes, and in listening to the greats, we find the keys to becoming exceptional ourselves. 🌟 #Trademarkia #WaltDisney #WaltDisneyLegacy #EntrepreneurQuotes #BusinessAdvice #InspirationalQuotes

🌟 Breaking News: Disney's 'Steamboat Willie', the first Mickey Mouse appearance, is now in the public domain! Explore the legal implications and creative opportunities in our latest bulletin. #IntellectualProperty #MickeyMouse #PublicDomain ➡️

The Disney magic may last forever, but that final chicken finger on your last day... hits differently. 😭 Who's with me on this one?! 🙋♂️ #disneymoments #disneyworldtips #disneyworldparks #waltdisneyworldresorts #personaltravelagent #disneytravelagents #travelagentperks #disneyvacationplanning #disneyfamilyvacation #familyvacationideas #disneytravelplanning #vacationplanningtips #Disneyvacationtips

Gary Littman and I go… no… I won’t say how many years. Ok I will say it: 27 years! Well, this gem of an actor can do it all, dance , sing, act and is also a Live Action dubber who can take on the rythmo band like second nature. Go listen to his voice. The warmth and reassurance are timeless… Love you old friend! #audio #audioproduction #audiorecording #dubbingsoftware #dubbingstudio #dubbing #localization #recordingstudio #voiceactor #voiceacting #voiceovers #dubbingartist #dubbingactor #lipsync #postproduction #recording #scriptmanagement #VoiceQ #disney

$DIS has some of the most valuable brand assets in the world, yet it's up just 3% this year and down 30% in the past 5 years However, Disney is finally profitable with Disney+, and we're well beyond the Covid-era disruptions to its parks and cruise businesses. And with Bob Iger back as CEO, he's doubling down on content quality over volume. Interesting time to revisit the stock! Check out the episode to learn more about how Disney weathered the pandemic, why its stock has underperformed, and why now is such an intriguing time to consider adding it to a balanced portfolio.