Walmart's Tech, One Activist's Fight

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 12 January 2023

⏱️ 21 minutes

🔗️ Recording | iTunes | RSS

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Summary

Walmart isn't the first company that comes to mind when thinking about technology platforms, but that's not stopping the retailer from expanding. (0:21) Emily Flippen discusses: - Nelson Peltz and Trian Fund Management pushing for a seat on Disney's board - Why Peltz is "a day late and a dollar short" - Salesforce partnering up with Walmart (11:30) Ricky Mulvey talks with Jamie Harris, CFO of freight booking company RXO, about what his business saw during the holidays and how RXO is disrupting a surprising industry. Our new report, "5 Pullback Stocks" is available for free to Stock Advisor members. To access the report just go to www.fool.com/Pullback. Stocks discussed: DIS, NKE, WMT, CRM, RXO Host: Chris Hill Guest: Emily Flippen, Jamie Harris Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	We've got an activist fight brewing in the entertainment industry.
0:09.3	Get the popcorn.
0:10.3	Motley full money starts now.
0:12.3	I'm Chris Hill joining me as Motley full senior analyst Emily Flippin.
0:19.2	Good to see you.
0:20.2	Hey, good to be here Chris.
0:21.6	It's been a while.
0:22.8	It has been a while.
0:23.8	Let's start.
0:24.8	Let's start with a good old-fashioned fight.
0:26.8	Shall we?
0:27.8	We're referring to the fight brewing between Disney and Triann fund management, which
0:32.5	is the activist firm run by Nelson Peltz.
0:36.7	In short, Nelson Peltz wants a seat on the Disney board.
0:40.5	Triann has a small stake in Disney stock.
0:44.3	Disney is not interested in Nelson Peltz joining the board.
0:48.0	They are however, or I should say they were however, happy on Wednesday night to announce
0:53.6	that Nike Chairman Mark Parker is going to become the new chairman of Disney's board.
1:00.6	Where do you want to start with this?
1:02.6	Well, let's start with Peltz because Peltz here is a day late and a dollar short to this
1:07.2	conversation.
1:09.1	Disney has been struggling for a number of years since their former CEO.
	...

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