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Daniel Loeb

Robert F. Kennedy Jr.
Theodore Schleifer • June 13, 2023

More Jack-R.F.K. Drama & a New ’24 Longshot

News on the blowback facing Dorsey, a billionaire G.O.P. hopeful with Silicon Valley ties, and a high-profile departure in Dan Loeb’s inner circle.
William D. Cohan • February 12, 2023
Dan Loeb’s New Quest & Shari Fiction 101
A new book about Shari Redstone and Paramount Global’s dramatic C-suit battles has led to a relitigation of her legacy.
News and notes from around Wall Street: Marc Benioff’s five-headed activist hydra, Shari’s reduced fortune, and Iger’s elegant detente.
Julia Alexander • January 17, 2023
Iger’s $27.5 Billion Hulu Question
bob iger
To buy or not to buy is Disney’s first Hamletesque question under its new/old C.E.O. Then there’s the matter of how much it can really pay and how the service should be integrated. Activist investor Nelson Peltz is watching—and so is the entire industry.
Bob Iger, always a master of his own image, has seemed to misplay the moment—even if he’s right about the dire situation that Disney and the other AMPTP companies face.
Matthew Belloni & William D. Cohan • November 25, 2022
Barbarians at the Disney Gates
How will returning C.E.O. Bob Iger defang Dan Loeb, and possibly even Nelson Peltz, the activist behind the coups at GE and DuPont? Plus, Wall Street’s Zazlovian doubts. Here’s the inside conversation on a big week in big media.
Bob Iger
William D. Cohan • November 23, 2022
The Chapek Coup & The Adults at FTX
The insider conversation on the two seismic storylines roiling Wall Street this holiday season: the latest beats in the saga of S.B.F., and what to expect from the new Iger era.
Sheryl Sandberg
William D. Cohan • September 7, 2022
Sheryl in Wonderland?
If Dan Loeb gets his way, two new heavyweights will join the Disney board. Dan, here’s my suggestion list. (We can discuss the advisory fees later…)
Reed Hastings and Ted Sarandos
Matthew Belloni & William D. Cohan • September 5, 2022
Netflix’s U-Turn & the Next CNN Purge
The real conversation inside Hollywood and Wall Street about Reed and Ted’s ad-tier about-face, Zaslav’s narrative heel-turn, Chapek’s ESPN dilemma, and the long arm of John Malone.
Dan Loeb
William D. Cohan • August 24, 2022
Dan Loeb’s Chapek Punch List
When you cut through it, all Dan Loeb really really wants Bob Chapek to do is slash Disney’s bloated costs and pay down the company’s $50 billion of debt. And maybe shake up the board. And maybe spin ESPN. And, oh wait…
Dylan Byers & Julia Alexander • August 17, 2022
Chapek Second-Guessing & Zaz Whispers
The inside conversation in Hollywood and on Wall Street, about Warners’ synergies, HBO layoffs, and the activist investor putting Disney on notice.
Bill Ackman in 2016
William D. Cohan • June 16, 2021
Inside Ackman’s $4 Billion Gamble
At 55 years old and with a new wife and daughter, Ackman may finally have achieved his Buffett-sized ambition.