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
Jul 7
AI Expectations Hit a Fever Pitch
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
22m 38s
Jul 6
Are Index Funds Making the Market “Irrational”?
Matt, Rachel, and Jon talk about SK Hynix’s upcoming U.S. IPO, explaining what high-bandwidth memory is and which companies could potentially benefit from the company’s IPO proceeds. The Motley Fool Hidden Gems Investing team then tackles two questions from the mailbag. The first ... Show More
27m 23s
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
Aug 2021
Delta, Disney, and your Dollars
Scott Wapner and the Investment Committee debate Disney’s big earnings beat and what it means for the stocks. Plus, what do the numbers say about the reopening trade.
And later, we take a look at next week’s flood of retail earnings reports, what should you buy ahead of the news. ... Show More
44m 41s
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