Nelson Peltz is an interesting man. He's often labeled as an activist investor, but in truth, it's a term he hates. 

He earned that reputation through his company, Trian Partners, buying up incredible amounts of stock in once-great companies that have lost their way and then giving them a choice. They can either go with his plan to get things back on track voluntarily, or he can begin capturing board seats and force the plan to happen anyway. Peltz prefers the former, but he's ready to go with the latter strategy any time. 

The brutal truth is that some companies need Peltz and his team. Peltz has a knack for turning failing companies around, and if there's a company that could use his help right now, it's Disney. 

The House that Walt Built has definitely lost its way, having left behind its once family-focused and imagination-centered approach -- to everything from movies to theme parks -- and embraced a more socio-politically focused approach to the public that drifted so far to the left that many parents now refuse to let their kid anywhere near Disney.  

The pain Disney is feeling is evident. Not only are its movies and television shows regularly disappointing its bean counters, but moreover, its reputation is in the dumps, and all Disney CEO Bob Iger's horses and all of his men can't get the company back together again. Iger is reportedly overwhelmed, exhausted, and half-jokingly asking why he reassumed the title of CEO in the first place. 

Iger has openly said he wants to pull Disney away from any indication it's taking part in a culture war, but as I said not long ago, he won't because he can't. Not only is his company so mired from within with radical leftists, but some of the largest stockholders for the company are BlackRock and Vanguard, two firms that are pushing radical leftism on the companies they own large portions of stock in. 

(READ: Bob Iger Won't Pull Disney Out of the Culture War Because He Can't)

Things were looking bleak for Disney, and it was unclear how it would ever turn itself around...then Peltz said he had an idea and began buying up a significant amount of Disney stock. Peltz doesn't seem very concerned with the socio-political nonsense many companies are either choosing to display or being forced to display. He describes himself as a centrist but his actions show him to be a Republican. 

Peltz brought Trian's holdings in Disney from $6.4 million to $30 million over the course of the summer. This now puts him in a position to begin acquiring board seats, and from there, a battle for the soul of Disney can begin.

But Peltz would rather it not go that far, or so he said a year ago in an interview with Bloomberg. In an interview with David Rubenstein, Peltz prefers a far more friendly approach when it comes to turning a company around and making it profitable again. 

As first brought up by Bounding Into Comics, which found the interview recently, Peltz would much rather sit down with the CEO and go forward with a plan that can turn the company around before it ever gets to the board. 

“No one is thrilled that we’re there," said Peltz. "Some are much more receptive to hear. what we’ve got to say. We put together a white paper to go over with management. And that white paper stays private as long as we’re in conversation."

“And if we want a board seat when we think that they’re ready to give us a board seat it will always stay private,” he continued. “But if they refuse to then we make that white paper public.”

CEOs aren't always resistant to Trian's sudden involvement and pressure on their company, though their arrival is usually never happening because it's the best of times. The thing is, when Trian does get involved, stocks go up. 

“Clearly, they’re not thrilled to see us," said Peltz. "But what usually happens is that these stocks go up. And they go up nicely for the right reasons because sales have gone up, market shares have gone up, earnings clearly have gone up. And we tell them what we think they’re doing wrong."

Trian's list of successes are names you know. Heinz ketchup, Proctor and Gamble, Snapple, Wendy's,  Domino's, and Family Dollar. 

Now, it seems he's looking to add Disney to the list. 

It's my hope that Disney welcomes Peltz, but I don't see that happening. The internal politics are too skewed to allow any kind of intrusion into the machine it's created. I imagine the resistance Trian will get will be extraordinary, and there might even be a campaign waged from both within and without Disney to make Trian and Peltz look like villains of the highest order. 

But the doctor doesn't show up because a person is healthy, he shows up because a person is sick. Disney has caused itself to fall ill with a modern social disease it contracted from woke investment firms and agenda-driven managers, who were far more concerned with enforcing their own politics than running the company with any respect for what it was. 

And so the doctor is in. 

Interestingly, Peltz doesn't seem interested in breaking up companies, which is what I predicted Disney would have to do in order to regain its footing. He's not chopping off any limbs or leeching any blood. He seems ready to fix Disney and, from the sounds of it, he already has a plan in place. 

Disney is a special case, however. It's not just bad business decisions Trian will be dealing with. There is a cultural plague at Disney. But perhaps Peltz already knows this, and part of his plan is to burn it out. 

No matter how you swing it, whatever plan Peltz has is going to be better than the one Disney is currently running with. Disney should open the castle gates wide for Trian's invading army so that it can restore order and profitability, and begin healing its reputation. 

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