Disney's Proxy Battle
Tensions rise as Disney faces a proxy war initiated by activist investor Nelson, who critiques the company's management and its costly acquisition of Fox. Scott argues that bringing Nelson onto the board could have been a strategic move to quell dissent, highlighting his significant financial commitment to Disney. The discussion reveals deeper issues within Disney's operations, particularly concerning its streaming strategy.In this clip
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Prof G Markets
Prof G Markets: Disney’s Proxy War, Goldman’s Guidance Miss, and the Dating App Market
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