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Disney’s Activist Investor (Reprise)

31 min • 10 oktober 2023

Activist investor Nelson Peltz has some ideas for Disney’s board. But are they ready to listen? (00:15) Ricky Mulvey and Jason Moser discuss:

  • Unity Technologies CEO, John Riccitello, stepping down from his seat.
  • How Unity handled pricing changes with its developers.
  • Trian Partners increasing its stake in Disney.
  • Questions about Disney’s turnaround story.

Plus, (15:45) Alison Southwick and Robert Brokamp discuss the growing trend of unretirement.

Companies discussed: U, DIS

Hosts: Ricky Mulvey, Alison Southwick Guests: Jason Moser, Robert Brokamp Engineer: Rick Engdahl

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