Posted on 11/17/2025 9:14:17 AM PST by Red Badger
Two months ago today, people who enjoy comedy breathed a sigh of relief when Disney suspended low-rated late-night “comedian” Jimmy Kimmel for what he’d said, and planned to say, about Charlie Kirk’s murder.
Less than a week later, Kimmel was back on the air.
In between was an orgy of leftist outrage about how President Donald Trump was somehow responsible for forcing Kimmel off the air, that this was yet another sign of authoritarianism on the march, and “the mask of ‘free speech’ coming off for good.”
Our favorite was a warning from “actor” Mark Ruffalo, who went on Threads the next day and linked to an article claiming that “Disney stock drops 7% after ABC suspends Jimmy Kimmel show.” To which Ruffalo added, “It’s going to go down a lot further if they cancel his show. Disney does not want to be the ones that broke America.”
First, that article was wrong. The day Disney suspended Kimmel, its stock was at 116.1. The next day, it was 114.86. That’s a decline of 1%. The stock did drop a little over subsequent days, reaching 112.25 on Sept. 23. But even that’s a fall of just 3.3%.
For a few days after Disney caved and put Kimmel back on the air, its stock did tick up a bit, climbing to 114.78 by Sept. 29.
But as we predicted, this was likely to be short-lived (see “Disney Caves, Nobody Wins”):
Disney stock was down 41% from its March 2021 high and had been trading around 100 ever since. That was at least in part due to the company’s embrace of the woke agenda, which caused it to churn out a series of leftist agitprop movie and TV flops and sparked waves of Disney+ cancellations. (Worldwide subscriptions are 23% lower now than the peak in late-2022.)
In other words, the company has been in serious trouble precisely because it had been listening to the likes of Mark Ruffalo about how to run its business, while ignoring the desires of Americans who want to be entertained, not lectured.
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Well, on Friday, after a disappointing earnings report, Disney closed at 105.8 – which is 9% below where it was two months ago and, in fact, below where it was in March … of 2015!
(Jimmy Kimmel’s ratings, meanwhile, which were in the toilet before the suspension, are back in the toilet.)
We checked, and Mark Ruffalo has so far offered no explanation to investors, nor any advice to Disney executives about this continued plunge. Which is too bad, because then everyone would have a better idea of what not to do.
–Written by the I&I Editorial Board
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What are facts to a pinko, anyway?
Investing in Disney is like playing with a yo-yo while walking down a mountain: the daily up and down from Kimmel doesn't matter when the whole company is going downward.
Disney has completely lost its way.
Have they had a hit movie lately?
I hear TRON was a dud...........
I’m no fan of DIS, or the stock... but the stock was at $112 and change when they rehired Kimmel in September. It’s now at $106. But the lowest price DIS stock traded at within the past 10 years was $79.07 at the COVID low in 2020. It traded down to $80.10 in April after the “Liberation Day” tariff announcement.
Talk about a company dying to be bought by conservatives.
Disney and ABC and ESPN are valuable institutions with a ton of really good intellectual property dying to be properly managed.
I imagine the standoff between Disney/ESPN/ABC and YouTube TV didn’t help with stock prices.
The remake of snow White lost them over 150 million dollars. somebody needs to be held accountable.
Prolly has nothing to do with the high profile spat they had with YouTube TV all last month. Saw them pull ESPN from the YouTube TV subscribers so they couldnt watch Monday Night Football and Formula 1 racing.
There were many unhappy investors on that one.
Disney just bought out Fubo TV. I think it was intentional to get people to abandon You Tube TV to sign up with Fubo.
This year for Halloween I saw exactly zero girls dressed as Disney princesses.
Disney stock is not that sensitive to Jimmy Kimmy. They are a losing proposition ever since the progressives took over control of the content. They want to bury messages in the content loosely disguised as entertainment. They create by committee and consensus and they won’t say anything remotely offensive to the special protected classes and there is only so much comedy to be derived from making fun of white people in general and more specifically white men. They turned The Mighty Thor into a fat drunk and replaced him with a girl. The Incredible Hulk is a metrosexual now. Black Panther is a skinny black girl. Captain America is a black guy who has been oppressed by racism. Iron man is a woman. Luke Skywalker is a disillusioned cynic. Han Solo was killed by his evil son. It isn’t at all entertaining. Forget about Jimmy Kimmy.
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