Disney’s Activist Investor (Reprise)

Oil rose sharply early on Wednesday and the market didn’t like what it saw. But oil may not be the big driver of stocks that it was a few months ago and the pullback may simply be a healthy breather for hot stocks. Plus, we discuss some new EVs hitting the market and how satellit ...  Show more

Every quarter recently, semiconductor stocks keep churning out incredible numbers. And every quarter, it seems as those companies somehow “miss expectations”. The most recent example was when Samsung Electronics reported a 1,900% increase in profits, the stock dropped so much it ...  Show more

Matt is joined by Bloomberg’s Lucas Shaw to discuss Disney’s proxy battle against activist shareholder Nelson Peltz, his plan (or lack thereof) to “restore the magic” at the company, and where other shareholders might fall between Peltz, Marvel’s Ike Perlmutter, and CEO Bob Iger. ...  Show more

When CEO Bob Iger fails to reassure Wall Street about his plans for Disney’s traditional TV operations, Nelson Peltz seizes the chance to launch a fresh attack on the Magic Kingdom. And this time, he won’t back down.Be the first to know about Wondery’s newest podcasts, curated re ...  Show more

It’s 2022 and Disney is in trouble. The combined forces of pandemic shutdowns, box-office bombs and political missteps have hammered Disney’s stock price. Marvel’s jilted former boss sees an opportunity. He allies with billionaire investor Nelson Peltz to plot a boardroom coup.Be ...  Show more

CEO Bob Iger is fighting off activist investor Nelson Peltz, who argues the company spends too much on message-based “woke” programming and is campaigning for seats on the Disney board. This episode was produced by Hady Mawajdeh and Jesse Alejandro Cottrell, edited by Matt Collet ...  Show more