House of Mouse showdown
Wall Street Breakfast
Seeking Alpha
4.1 • 1K Ratings
🗓️ 31 March 2024
⏱️ 5 minutes
🧾️ Download transcript
Summary
Show Notes
AT&T says data set impacting about 73M current, former account holders leaked on dark web
Earnings Calendar
Episode transcripts seekingalpha.com/wsb
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Transcript
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| 0:00.0 | Welcome to Seeking Alpha's Wall Street brunch, our Sunday look ahead to this |
| 0:09.5 | week's market-moving events along with the weekend's top news and analysis. |
| 0:14.0 | Hello, today is Sunday March 31st and I'm your host Kim Kahn. |
| 0:18.0 | The top stories to look out for this week. |
| 0:20.0 | The Battle for the House of Mouse comes to head on Wednesday, |
| 0:23.0 | Walt Disney holds its annual shareholders meeting, |
| 0:25.0 | and investors are expected to cast their votes |
| 0:27.5 | to elect a 12-member board, |
| 0:29.5 | ending a months-long fight between Nelson Peltz's |
| 0:32.0 | Tryon Fund Management, which is vying for |
| 0:34.1 | control, and Disney CEO Bob Eager. The proxy battle took a new turn this week |
| 0:38.6 | as the California Public Employees Retirement System, known as Calpers, told Reuters it believes |
| 0:43.4 | Walt Disney will benefit from fresh eyes on its board of directors and |
| 0:46.4 | voted its company shares in favor of candidates Nelson Peltz and former |
| 0:50.4 | Disney CFO Jay Resula. |
| 0:52.8 | Trian's campaign officially launched in early 2024 |
| 0:55.8 | and has drawn support from key stakeholders, |
| 0:58.2 | including influential proxy advisory firm |
| 1:00.4 | Institutional shareholder services, |
| 1:02.3 | which is backed Peltz's candidacy, but not Risulos. |
| 1:05.7 | CalPERS, the biggest public pension plan in the U.S. owned 6.65 million Disney shares at the end of |
| 1:10.7 | 2023. |
... |
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