Welcome back to The Daily Courant, your afternoon brochure of Puck’s latest reporting.
First up today, Bill Cohan reveals a surprising new twist in activist investor Nelson Peltz’s budding proxy fight with Bob Iger and Disney. Plus, notes on David Zaslav’s tightrope act and Cathie Wood’s latest reemergence.
Then, below the fold: Matthew Belloni dissects Hollywood’s evolving definition of a flop, before explaining the deal math behind Jay Penske’s Golden Globes sale to CBS. Baratunde Thurston reflects on Biden’s messaging problem. Jonathan Handel suggest a quick fix for the actors’ A.I. contract fears. And on a special Thanksgiving week episode of The Powers That Be, Peter Hamby and Jon Kelly wonder if Zaz is losing the narrative, or whether it’s all noise.