Subject: Re: Restore the Magic
I think https://www.youtube.com/watch?... makes my case better than I did.

I did not realized that Disney took their pension fund money out of Trian because of underperformance: https://www.reuters.com/busine...

Disney's updated proxy filing goes further, noting that Trian was terminated as an investment manager within the company's pension plan in 2021 after underperforming the S&P 500 by more than 500 basis points, on an annualized basis, over eight years. It says Peltz "offered excuses for the underperformance," and, in July 2022, mounted the first of two campaigns to win a board seat.