DIS News and Press, The Walt Disney Company From 03/21/24

2024-03-21 15:21:09 ET Summary In the last week(s) we have put on tactical hedges/shorts across our portfolio. While the indices look a little vulnerable here, there are many high-quality companies and turnaround stories that are just beginning their turnaround. One thing I am...

ISS Cites Disney’s Operating and Stock Underperformance, Succession Failures and the Board’s Need to Improve its Effectiveness Endorses Nelson Peltz as “Best Positioned” to Provide the Catalyst the Disney Board Needs Recommends Shareholders “WI...

2024-03-21 12:00:50 ET Summary The $60 billion capex promised by Disney has yet to be specified by management. The proxy vote on April 4th will be a crucial catalyst for the stock's movement. The theatrical film business and streaming continue to pose challenges for Disney's p...

ISS recommends Disney shareholders vote “FOR” 11 of Disney’s director nominees, recognizing “positive changes” to the Board and the “relevant experiences and business insights” of Disney’s directors ISS recommendation fails to acknow...

2024-03-21 10:47:57 ET More on Disney Disney: Box Office Malaise And Same Old Margin Problems Disney: A Turnaround Appears Imminent Wall Street Lunch: Help Me George Lucas, You're My Only Hope Disney teams with Google, Trade Desk on ad platform update ...

2024-03-21 10:35:20 ET Summary The Walt Disney Company's strong share price performance in recent months creates a problem for expected returns through the rest of the year. The company's dominance in the Box Office market is a distant memory, and all eyes are now on the streaming...

Letter Details Positive Experience Working with Nelson Peltz and Highlights Trian’s Track Record of Working Constructively to Create Shareholder Value Encourages Disney Board to Work with Nelson and Trian for the Benefit of all Shareholders NEW YORK, March 21, 2024 (GLOBE N...

2024-03-21 04:00:00 ET The past three years have been challenging ones for Walt Disney (NYSE: DIS) . Ditto for shareholders; the stock's still down more than 40% from its early 2021 peak. Blame the COVID-19 pandemic, mostly. The contagion reshaped the entertainment industry land...

2024-03-20 13:16:26 ET More on Disney and Alphabet Disney: A Turnaround Appears Imminent Why I Just Increased My Google Position Wall Street Lunch: Help Me George Lucas, You're My Only Hope Google fined €250M by French regulator for 'non compliance' of...

Shares of The Walt Disney Company (NYSE: DIS) traded at a new 52-week high today and are currently trading at $114.79. So far today, approximately 2.24M shares have been exchanged, as compared to an average 30-day volume of 10.32M shares. The Walt Disney Company, together with its subsidiarie...