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The Iger Intrigue

What will he buy? Who will he fire? And who is the favorite to succeed him? An urgent Inner Circle conversation with Matt Belloni, Dylan Byers, and William D. Cohan.

Bob Iger
“Iger, the sequel, seems to be about deconstructing Disney and figuring out what are the pieces of Disney that have sustainability," Wall Street research analyst Rich Greenfield tells William D. Cohan. Photo: Ricardo DeAratanha/Los Angeles Times/Getty Images
The Editors
November 26, 2022

The following is a lightly edited transcript of our Nov. 22 conference call for Inner Circle subscribers, Puck’s highest tier of membership, featuring Matthew Belloni, Dylan Byers, and William D. Cohan, discussing the Disney board’s smoke signals, Iger’s potential M&A playbook, the emerging succession prediction market, and more. To join our next off-the-record live session, upgrade your membership here.