

The Disney Proxy War: Does Peltz Have a Shot Against Iger?
Apr 1, 2024
Bloomberg journalist Lucas Shaw joins to discuss Disney's proxy battle with Nelson Peltz, examining Peltz's criticisms of CEO Bob Iger and potential outcomes of the shareholder meeting. They delve into Disney's leadership challenges, the likelihood of Peltz gaining a board seat, and the impact on Disney's future strategies. Additionally, they analyze recent movie releases and the box office performance amidst the pandemic.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 4min
Disney Shareholder Vote Battle
03:41 • 7min
Disney's Leadership Challenges and Potential Shifts
10:36 • 9min
Insightful Discussion on Disney Shareholders and Succession Challenges
19:51 • 2min
Proxy Fight Probability and Disney's Board Seat
21:46 • 4min
Analysis of Recent Movie Releases and Box Office Performance
25:39 • 5min