John Flannery
William D. Cohan
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February 1, 2023
Nelson Peltz’s Other C.E.O. Gambit
The activist circling Disney just helped orchestrate another C.E.O. succession. Should Bob Iger recalculate whether he wants Peltz outside the tent?
William D. Cohan
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January 15, 2023
Bob Iger’s Full Nelson
The legendary Disney C.E.O. may think he can placate or assuage Nelson Peltz and his firm, Trian. But Disney has a major problem on its hands—whether Iger lets Peltz into the henhouse or not.
William D. Cohan
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March 23, 2022
Iger, Chapek & A Brief History of the Succession Blues
Outgoing C.E.O.s have a habit of hanging around, from time to time, ever since the days of Jack Welch. But Chapek needs to forget about Iger, execute his business plan, and let that trove of incredible Disney assets run free.
William D. Cohan
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December 8, 2021
Wall Street’s Axman Cometh
“The Ax” was once an influential figure on Wall Street, before Eliot Spitzer put the kibosh on the research industrial complex. Years later, Steve Tusa is the rare analyst elucidating the stakes for America’s most storied conglomerate.
William D. Cohan
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November 14, 2021
The Jack Welch Conundrum
Twenty years after stepping down as the leader of GE, and being minted the C.E.O. of the century, Jack Welch’s baby is about to become three companies. What went wrong?