Hints and tips:
...Disney has also hired JPMorgan as an adviser in negotiations to buy the remaining stake of streaming service Hulu from rival Comcast....
...Trump’s 2020 campaign, billionaire activist investor Nelson Peltz washed his hands of the former president over the January 6 2021 US Capitol riot....
...Activist investor Nelson Peltz has recently upped his stake in the entertainment giant and is looking to push for board seats, the Financial Times has reported....
...Nelson Peltz, the billionaire founder of activist firm Trian Partners, has increased his stake in Disney and is set to revive a campaign for board seats at the US entertainment group....
...Comcast’s Roberts recently said he believed that Hulu is worth $60bn....
...Employ America & Institute for Progress) — DJ Ponzi (New York Magazine) — Former Fed vice chair Randal Quarles on bank-capital regs, SVB and stress tests (Intrafi’s ‘Banking with Interest’ podcast) — Nelson...
...Nelson Peltz vs Bob Iger: the sequel The approach of the festive season is usually a time for coming together and burying the hatchet. That is, unless you’re Nelson Peltz....
...Now think about our history, about Reagan vs FDR. This is a country that has always wrestled with individualism versus the common good. And unions are all about the common good....
...Democracy vs autocracy: All the evidence shows that despotism cannot consistently deliver the economic goods for developing countries, writes Martin Wolf....
...Comcast chief executive Brian Roberts intends to drive a hard bargain, however....
...Investors have been focused on Disney’s cash position as it prepares to acquire Comcast’s 33 per cent stake in Hulu....
...you can’t miss Lunch with Nelson Peltz, who in keeping with his tribe would rather be rich than right....
...In today’s newsletter: US regional banks in crisis Carlyle misses the mark Sixth Street vs Bed Bath & Beyond The US banking crisis builds after First Republic Nelson Peltz, the billionaire investor...
...The novel’s title recalls VS Naipaul’s A House for Mr Biswas, whose protagonist looks for a place — and self — that he can reliably call his....
...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....
...Peltz vs Disney, the sequel The stage has been set for a battle between Nelson Peltz, the founder of activist fund Trian Partners, and Disney chief executive Bob Iger....
...Comcast owns a 33 per cent stake in Hulu that Disney can buy as early as 2024, though some analysts say Comcast could also be a buyer....
...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...
...Please tell us what you think of Trian vs Disney in the comments section below....
...Starboard vs News Corp Wall Street has an undeserved reputation for cynicism. It is, in fact, a field on which hope frequently goes to battle against experience....
...“Prices were higher, multiples were higher at that time and we had a substantial competitor in Comcast that was nipping at our heels.”...
...college sports: realignment of popular football- and basketball-playing universities into new conferences has led to the renegotiation of broadcast rights, as the new Big Ten deal, inked last week with CBS, Comcast...
...“That theory comes up that, well, they’re just going to wait and sell it to [Comcast]....
...In today’s newsletter What the Vice bankruptcy says about private equity Icahn vs Illumina The Cayman Islands takes on Singapore and Hong Kong Vice, TPG and a private equity reckoning More than a decade...
...(Ethan Wu) Yield curve: causation vs information Unhedged thinks that inverted yield curves cause recessions....
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