The Joseph Carlson Show

This Activist Investor Is Saving Disney

Jan 14, 2023
This podcast highlights activist investor Nelson Peltz's battle with Disney to join the board and turn the company around. It discusses Disney's underperformance, struggles with streaming, poor engagement with stakeholders, issues with leadership, and the potential impact of an activist investor on the company's future.
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Episode notes
1
Introduction
00:00 • 4min
2
Activist Investor's Concerns and Proposed Changes
03:45 • 21min
3
Disney's Poor Engagement Process and Rejection of Activist Investor
24:59 • 3min
4
Issues with Disney's Leadership and Management
28:06 • 7min
5
The Impact of an Activist Investor and the Differences in Disney and Netflix's Streaming Strategies
35:07 • 10min
6
Analyzing Disney's Reliance on Parks and the Potential Impact of Activist Investor
44:57 • 2min