Activist investor Nelson Peltz has some ideas for Disney’s board. But are they ready to listen? (00:15) Ricky Mulvey and Jason Moser discuss:
Unity Technologies CEO, John Riccitello, stepping down from his seat.
How Unity handled pricing changes with its developers.
Trian Partners increasing its stake in Disney.
Questions about Disney’s turnaround story. ... Show More
Yesterday
Finding Rule Breakers, IRL Investing, and Making Mistakes
Travis Hoium, Lou Whiteman, and Rick Munarriz explore what separates exceptional long-term investments from the rest, from classic Rule Breaker traits to the enormous upside of finding a rare 10x or 100x winner. They examine how the AI era could favor deep-pocketed incumbents, wh ... Show More
41m 3s
Oct 7
Is the AI Bubble About to Burst? Plus, Apple Bets on Doorbells
Travis Hoium, Lou Whiteman, and Jon Quast debate whether the AI boom is becoming a bubble and what could eventually cause it to burst. They also look at how investors can position portfolios when AI valuations look stretched and massive spending continues. Then, the team breaks d ... Show More
19m 25s
Jan 2023
Should Disney Be Afraid of Nelson Peltz?
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
35m 22s
Dec 2024
Disney Under Seige | Peltz Strikes Back | 2
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
34m 10s
Nov 2024
Disney CEO: Legacy, Creativity and the Magic of Storytelling
<p>What is it that makes Disney so special? In this episode, Nicolai Tangen sits down with CEO Bob Iger, to explore the magic and legacy behind one of the world’s most beloved companies. Bob Iger shares his insights on how Disney balances creativity and innovation, the importance ... Show More
39m 49s
Jan 2023
Prof G Markets: Disney’s Proxy War, Goldman’s Guidance Miss, and the Dating App Market
This week on Prof G Markets, Scott shares his thoughts on Nelson Peltz’s activist investment in Disney. He then explains why Goldman reported its largest earnings miss in a decade. Finally, Scott discusses the business of dating apps like Hinge, and sources some personal experien ... Show More
38m 15s
Dec 2024
Disney Under Siege | The ‘Bob’ of It All | 3
Bob Iger has held the keys to the Disney castle since 2005. The last time this larger-than-life CEO tried to leave, an entire proxy battle broke out under the nose of his successor. Now, with Iger’s contract up in 2026, the entertainment industry (and Wall Street) are wondering w ... Show More
37m 16s
Mar 2024
Office Hours: Will Vuori Be a Good Stock Pick?, Disney’s Next Move, and How to Set Your Kids up for Success
Scott gives his thoughts on whether the athleisure brand Vuori is a good stock pick ahead of its supposed upcoming IPO. He then talks about one of his stock picks of 2024, Disney, and why he believes it’s heading in the right direction. He wraps up with a conversation on how to s ... Show More
20m 29s
Nov 2023
John Malone Exclusive, Disney's Earnings Beat, Market Win Streak Watch 11/09/23
<p>Carl Quintanilla, Jim Cramer and David Faber led off the show with Disney: The stock jumpedon a Q4 earnings beat, streaming subscriber growth and cost-cutting plans. David spoke exclusivelywith cable pioneer and Liberty Media Chairman John Malone. They discussed everything fro ... Show More
47m 35s