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 the first to know about Wondery’s newest podcasts, curated recommendations, and ... Show More
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
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
Aug 2015
Trouble in the Magic Kingdom?
Walt Disney shares fall on concerns over cord cutting. Is it a buying opportunity or is Disney losing its magic? We tackle that question and talk CVS, Coach, Lumber Liquidators, Priceline, and Zillow. And Paul Downs talks about his new book, Boss Life: Surviving My Own Small Busi ... Show More
39m 10s
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
Jul 2024
Disney is a Cinematic Universe Company
Marvel and Star Wars are the crown jewels of Disney’s empire. They’re the highest-grossing movie franchises in history, with devoted fan bases and expansive IP universes, but right now, both are in a bit of a slump. As Disney asked for more and more content to satisfy its busines ... Show More
39m 37s