Disney: Continued Stagnation Amid Failed Proxy Bid


  • Disney stock has rallied due to the promise of changes via the proxy battle. Bob Iger’s re-election into the board raises doubts about the implementation of the changes needed.
  • Disney’s focus on aggressive cost-cutting and streaming profitability may indicate a plateau in Disney+ subscribers and limited growth potential.
  • I will be watching the results for the company’s upcoming movies and shows to gauge fan excitement for Disney IP.

Postage stamp Mongolia 1984 Walt Disney"s Mickey and Beanstalk


Sometimes it takes a while for a thesis to unfold, and it’s something that quite often tests my patience. Luckily, I have a policy to never short a stock, especially one that remains as popular as Disney (

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