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Bloomberg Businessweek
Disney’s Iger Wins Proxy Vote Over Peltz With Board’s Election
Apr 3, 2024
41:38
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Disney's CEO Bob Iger wins the proxy vote over activist investor Nelson Peltz, focusing on succession planning challenges and Disney's streaming profitability goals. The podcast also covers Fed Chair Powell's comments, 'Bluey' creator concerns, and tech company performance analysis.
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Quick takeaways
- Investors vote confidence in Disney's Iger over Peltz bid for board seat.
- Apple explores new revenue sources beyond iPhone to sustain growth.
Deep dives
NVIDIA's Strong Performance and Selective Investing in AI Stocks
Investors should be selective in AI investments and not get carried away with momentum plays. NVIDIA is performing well and still considered cheap, with a recommendation to buy around $850. Apple and Tesla face challenges, while Alphabet stands out for potential growth.
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Discover
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