Scott Galloway

I don't know.

if it's because everyone's giving up on traditional media or because AI is sucking all the oxygen out of every other company of the other 490 in the S&P.

But I think Disney actually right now is a really good buy.

And I wouldn't be surprised if it's put in play in the next three to six months.

An activist.

An activist comes in and says, you need to cut 20% of your staff or you need to put the company up for sale.

Yeah, but Iger had so much credibility, he was able to back... So it's weak because this is a new CEO, right?

The stock...

Disney has this unbelievable franchise, or it might be corporate restructuring, go good bank, bad bank, spin out the parks into its own business.

An activist will argue,

that their decisions have been really poor because this company has probably the greatest collection of IP in the world, a booming parks business, and yet the stock is trading below where it was in 2016.

This is sort of, I got to think there's a lot of activists.

No, if I had to bet on any firm that shows up forcefully at Dignified, it would be Elliott.

And by the way, I don't know anything.

I haven't talked to them about this.

But I wouldn't be surprised.

Unfortunately, it'll probably be someone like Peltz, but he's more consumer.

Or I wouldn't put it past- Peltz was in the last one, I think, with Parm letter.

I don't know.

I think if Netflix stock was, I don't know.