Lou Whiteman

And I've been waiting for it to finally trade at a price I can get behind, and it's there now.

Yeah, the two tenures, which is what's funny about it.

He's had an incredible career, let's just say that first.

The most recent tenure, he turned streaming around.

Streaming was a $2 billion-plus loser back in 2022.

It's now a profitable business, $1 billion in profits.

I think he gets a lot of credit for that.

Part of that is just maturation, so I don't know how much credit.

Here's the thing, though, the stock price

really liked his first tenure more than the second.

The stock has done nothing.

How much of that is him and how much of it is, again, the maturing business and the market's losing faith in that core television business?

I don't know how much credit to give him for his accomplishments or how much fault to give him for his

failures with the stock market.

I will say this, he was a steady hand at the ship.

The question now is, will he become Howard Schultz?

Will he actually go away?

Will he come back again?

There's even rumors he's going to run for president, which again would, I guess, get him off of Disney's case for a while.

We can talk about what this means for Disney afterwards, but we really need for him to either walk away or stay involved.