Hints and tips:
...At lunch as in business, Nelson Peltz makes his preferences known....
...The hedge fund manager getting all the attention, of course, is Nelson Peltz, the octogenarian co-founder of Trian Fund Management....
...Disney shares are up about 6 per cent this year, underperforming the broader S&P 500, which has gained about 24 per cent....
...Ferguson began sounding out investors about the move in 2019 after Trian Partners, Nelson Peltz’s US activist fund, took a stake and pushed for the company to focus on its large North American business....
...Brett Nelson, head of tactical allocation for Goldman Sachs Private Wealth Management, said it would have been unsustainable for the market rally to continue at the same pace after the S&P 500 ended 2023...
...Shares have fallen 8 per cent over the past five years, compared with a 7 per cent rise in the benchmark S&P 500 Consumer Staples over the same period....
...UK business activity was better than expected in April, according to new S&P Global PMI data, expanding at the fastest rate since May....
...Nelson Peltz’s Trian Partners officially launched an activist campaign against Disney in January, nominating Peltz for a board seat....
...Congratulations to Disney’s Bob Iger, who won a shareholder vote against the activist Nelson Peltz yesterday....
...Take P. Todd Noe, Microsoft’s director of nuclear and energy innovation....
...Under “P for Pornographer” we find Henry Spencer Ashbee, a Victorian businessman who may also have been the author of My Secret Life, one of the most notorious erotic memoirs ever published....
...[MUSIC PLAYING] Disney and its chief executive, Bob Iger, have scored a major boardroom victory against investor Nelson Peltz....
...“Combined with the easing in the quits rate, this is a small step in the right direction in terms of signals that the labour market may be coming into better balance,” said Katherine Judge, senior economist...
...But Disney insiders say his experience at those consumer companies such as P&G has no relevance....
...Economic data: S&P Global/Cips final November manufacturing purchasing managers’ index is due for the EU, France, Germany, Italy, Japan, UK and US....
...If the crowdfunding effort is anything to go by, there is huge sympathy for the data detectives Leif Nelson, Joe Simmons and Uri Simonsohn....
...At the start of this week, Nelson Peltz attended the birthday of his daughter Nicola Peltz Beckham in Los Angeles, a star-studded affair in which the activist investor was pictured rubbing shoulders with...
...Nelson Peltz catalysed a shake-up at consumer goods giant Procter & Gamble during his board tenure....
...That helps prevent “p-hacking” — efforts to find patterns once data has been generated, rather than respecting the scientific method of first developing and then testing hypotheses....
...If the credit rating agencies downgrade it, you know, with one S&P, it’s just one level above junk status. These would have huge ramifications and would potentially derail this restructuring plan....
...for lack of credit upgrade after Arm deal (FT) #techAsia is co-ordinated by Nikkei Asia’s Katherine Creel in Tokyo, with assistance from the FT tech desk in London....
...Would it be better to be a chief executive who is accountable to Steve Schwarzman instead of Nelson Peltz?...
...Nelson said the same factor had helped keep the Vix — the index of options prices often referred to as Wall Street’s “fear gauge” — relatively low after a brief bounce....
...Bronté Barbé as sassy journalist Katherine has a witty number about writing a story and there’s a love ballad between her and Jack....
...Individuals Most Innovative Leader Richard Trobman, Latham & Watkins Most Innovative Practitioner Lisa Ellman, Hogan Lovells Most Innovative Intrapreneur Katherine Lowry, BakerHostetler Law firms...
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