Trian Management Fund

The Results Are IN: Disney Wins, Peltz Loses

According to insider information, and now confirmed by an official count, Nelson Peltz has lost his challenge to the Disney board, with Bob Iger and the company coming out victorious. For months now, activist investor Nelson Peltz has been waging a war against the Walt Disney Company for board seats. His primary argument? Disney (and Bob Iger) doesn’t know what it’s doing when it comes

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Former Walt Disney Company CFO Speaks Out: “The Disney I Know and Love Has Lost Its Way”

The Walt Disney Company has had some recent turnover in the past few years. In addition to its CEOs swapping, its former CFO Christine McCarthy stepped down, as well as the Chief Information Officer, and the company’s chief diversity officer and senior vice president Latondra Newton. But before all that was Jay Rasulo. Related: No One Is Coming To Save The Walt Disney Company But before the

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Bob Iger Wins! Invading Investor Ends Proxy War After Disney Restructuring News

The battle for the Kingdom’s highest Court is reportedly over, as Activist Investor Nelson Peltz withdraws his proxy fight to join Disney’s Board of Directors after CEO Bob Iger outlined a massive reorganization of The Company during the Q1 2023 Earnings Call. But how much damage in terms of voting proxy has already been done? Trian Partners founder Nelson Peltz says his proxy fight with Disney is

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Disney Pushes Back Against Activist Investor’s Advances

The Walt Disney Company is closing the castle gates and is making its push to keep activist investor Nelson Peltz out of the proverbial round table that is the Board of Directors, arguing that he knows nothing of their business and is no friend to the current established leadership. In a presentation filed with the United States Securities and Exchange Commission, the Mouse House made its case tha

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