Bob Iger
5 statements across 2 episodes · 3 bullish · 2 bearish · 3 people on the record · first statement Oct 30, 2023 by Charlie Munger · said 80 times in 7 episodes since 2022 · across every show →
Mentions by year
brought up most by David Rosenthal (54), Ben Gilbert (25), Charlie Munger (1)
tap a year for its mentions
2026 68 mentions in 3 episodes 23 per episode
2025 7 mentions in 1 episode
2023 3 mentions in 2 episodes 2 per episode
2022 2 mentions in 1 episode
Everything said about Bob Iger, oldest first
Oct 30, 2023 bearish
Munger says business forecasting fails when CEOs like Bob Iger prioritize PR
“Well, I think a lot of companies are pretty good, but you can't confidently say what's going to happen because you may get some guy like Iger in that just wants to push everything and do the right public relations. So no matter how good the business is, it'll …”
Aug 10, 2026 positive
Gilbert: Disney net income grew fivefold to $12.4B under Iger
“Revenue tripled from thirty one billion in 2005 to 94,000,000,020 years later, and net income went from 2.5 billion to 12.4 billion. So interestingly, net income outpaced revenue. They became five times more profitable while generating three times more revenue…”
Aug 10, 2026 positive
Iger secretly concluded Pixar's leadership needed to replace Disney Animation
“So during his CEO audition process, Bob Iger had completely lost faith that Disney animation can be fixed from within. And secretly he concludes that the only viable path to restore Disney animation to its proper glory is to replace the entire leadership team.…”
Aug 10, 2026 bullish
Rosenthal: Disney grew market cap from $50B to $200B from 2005-2015
“Disney's market cap is up four X to two hundred billion dollars up from the fifty billion dollars when Bob took over. Overall revenue grows from thirty two billion to fifty two billion. Operating income goes from 4.7 to 14.7 billion.”