Hints and tips:
...That message has won the support of some of the party’s mainstream donors, including Larry Ellison, the billionaire co-founder of Oracle, who are looking for a candidate who can win over the general electorate...
...At lunch as in business, Nelson Peltz makes his preferences known....
...He did gain a seat on the P&G board after a very close vote and recount....
...Disney makes a meal out of Nelson Peltz’s lunch with the FT Nelson Peltz, the billionaire investor who made his fortune as co-founder of Trian Partners, recently sat down with the FT’s Harriet Agnew for...
...Smart reads Peltz’s sequel Billionaire Nelson Peltz lost big in his battle against Disney....
...Palm Beach is having a bit of a moment right now and no one is more aware of it than Nelson Peltz, for whom it’s been his stamping ground since the 80s....
...Good corporate governance isn’t totally unrelated to environmental concerns, writes Alice Ross, but it would be helpful to have a G that was more related to the E....
...Shareholders don’t want Nelson Peltz to restore Disney’s magic....
...Nelson Peltz catalysed a shake-up at consumer goods giant Procter & Gamble during his board tenure....
...But Disney insiders say his experience at those consumer companies such as P&G has no relevance....
...Nelson Peltz’s Trian Partners officially launched an activist campaign against Disney in January, nominating Peltz for a board seat....
...The entire conversation about r minus g, while maybe useful for macroeconomists to think about, ignores that it matters what we spend on....
...The activist emerged victorious and his tenure on P&G’s board has largely been viewed as a success, with the company’s share price increasing more than 50 per cent....
...Katie MartinE, S and G are possibly the most explosive, divisive three letters in the English language, at least in financial markets circles....
...18 states now have some sort of anti-ESG law and two prominent Republicans, Ron DeSantis and Vivek Ramaswamy highlighted their enmity towards “woke capitalism” in general and BlackRock chief executive Larry...
...“There is a spirit of the times and it is not a democratic one,” says Larry Diamond, a professor at Stanford University, who more than a decade ago coined the phrase “democratic recession”....
...Now, as corporate raider Nelson Peltz comes banging at the castle gates, the entertainment group is determined to paint him as the villain. But reality is never as clear-cut....
...Sometimes we talk mostly about environmental, but there is S and G. And let’s talk about S and G at the end here. Social issues, because that is in many ways at the core of the backlash....
...Nelson Peltz, having secured a seat on Unilever’s board, must be itching to draw on his well-thumbed playbook for reviving sluggish consumer product companies....
...James Edwardes Jones, analyst at RBC Capital Markets, said: “At P&G, we believe Nelson Peltz stimulated changes to culture, remuneration and organisational structure....
...Unilever investors can take heart that P&G’s turn-around reflects activist Nelson Peltz’s playbook during his time on the board. This year, Peltz joined the board of Unilever....
...Rolex doesn’t market to teens, but when Gen Z age-out of buying Casio G-Shock watches, Knight says there’s a risk they won’t be interested in buying a Rolex at all....
...“Don’t be like Larry” when it comes to innovation, FTX’s multimillion-dollar spot warned, as comedian Larry David traversed through history shooting down advancements from democracy to indoor toilets....
...Newswire reports of PwC’s annual CEO survey also lean heavily on the G word, providing feedstock for churnalism....
...One thing to start: as we went to press, BlackRock chief executive Larry Fink issued his annual letter to chief executives, warning that the failure of Silicon Valley Bank could trigger a “slow rolling crisis...
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