16 documents showing 1–16
The Walt Disney Company DIS
Disney has underperformed its peers across every recent time period under the incumbent board; elect Trian's Peltz and Rasulo to restore focus, accountability, and shareholder alignment.
N3
V3
C3
⚑
The Walt Disney Company DIS
Disney's decade of underperformance stems from a board lacking focus and accountability; electing Peltz and Rasulo brings ownership mentality to fix succession, streaming economics and capital allocation.
N5
V4
C4
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”
⇌
⚑
The Walt Disney Company DIS
Disney lost its way under a distracted, unaccountable board; replacing two directors with Peltz and Rasulo restores focus on DTC margins, CEO succession, and capital discipline.
N5
V4
C4
⌂
◫
”
⇌
⚑
The Walt Disney Company DIS
Disney squandered a winning hand through a weak, unfocused Board; electing Peltz and Rasulo brings the shareholder mindset needed to reverse years of TSR underperformance.
N3
V3
C3
⚑
The Walt Disney Company DIS
Disney's board has failed shareholders — TSR lags peers by 401% over ten years — so Trian is nominating Peltz and former CFO Rasulo to restore governance, accountability, and 'the magic.'
N3
V2
C2
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Date
Fund
Target
Thesis
Scores
Apr 11, 2024
Bluebell Capital
TIM S.p.A. (Telecom Italia)
TIT
Vote Bluebell's slate to replace TIM's worst-in-class CEO Labriola with Google Cloud exec Laurence Lafont, halt strategic chaos, and unlock ~100% upside versus European telco peers.
N4
V3
Mar 29, 2024
Trian Partners
The Walt Disney Company
DIS
Disney has underperformed its peers across every recent time period under the incumbent board; elect Trian's Peltz and Rasulo to restore focus, accountability, and shareholder alignment.
N3
V3
Mar 01, 2024
Trian Partners
The Walt Disney Company
DIS
Disney's world-class IP is being squandered by a complacent Board: elect Peltz and Rasulo to fix succession, restore Netflix-like DTC margins, and close a 401% TSR peer gap.
N5
V4
Mar 01, 2024
Trian Partners
The Walt Disney Company
DIS
Disney's decade of underperformance stems from a board lacking focus and accountability; electing Peltz and Rasulo brings ownership mentality to fix succession, streaming economics and capital allocation.
N5
V4
Mar 01, 2024
Trian Partners
The Walt Disney Company
DIS
Disney lost its way under a distracted, unaccountable board; replacing two directors with Peltz and Rasulo restores focus on DTC margins, CEO succession, and capital discipline.
N5
V4
Feb 01, 2024
Trian Partners
The Walt Disney Company
DIS
Disney squandered a winning hand through a weak, unfocused Board; electing Peltz and Rasulo brings the shareholder mindset needed to reverse years of TSR underperformance.
N3
V3
Jan 18, 2024
Trian Partners
The Walt Disney Company
DIS
Disney's board has failed shareholders — TSR lags peers by 401% over ten years — so Trian is nominating Peltz and former CFO Rasulo to restore governance, accountability, and 'the magic.'
N3
V2
May 23, 2023
Spruce Point Capital
Perion Network Ltd.
PERI
PERI's Apple-tier revenue per employee, opaque revenue recognition, Lumenis-tainted CEO and impaired Microsoft Bing deal point to a forensic short with 25-40% downside.
N4
V3
Mar 23, 2023
TCI Fund
Cellnex Telecom, S.A.
CLNX
Cellnex is a great asset hobbled by a board that botched CEO succession; TCI will move at the AGM to remove Kan, Shore and Reich and seat its own director.
N3
V2
Mar 01, 2019
Elliott Management
Telecom Italia
TIT.MI
Vivendi destroyed value at TIM during its control; shareholders must reject Bolloré's nominees at the March 29 AGM and keep the independent board.
N5
V4
Dec 10, 2018
Starboard Value
Cars.com Inc.
CARS
Starboard, a ~10% holder, warns Cars.com's board that serial guide-downs must end with credible 2019-2021 targets, a third independent director, and — absent improvement — management change or a sale.
N4
V2
Jan 13, 2016
SpringOwl
Viacom
VIAB
Viacom's absent chair Redstone and overpaid CEO Dauman have driven a lost decade; replacing leadership, cutting $400M SG&A and launching OTT unlocks up to 135% upside to $95.90.
N4
V2
Oct 15, 2015
Muddy Waters
TeliaSonera AB
TLSN
Short TeliaSonera: disclosed Uzbekistan bribery is only the tip — ~SEK 17bn of suspect Eurasia/Nepal payments plus a multi-billion DOJ FCPA settlement threaten the dividend and cut stub fair value to SEK 27-29.
N4
V2
May 23, 2012
Starboard Value
AOL, Inc.
AOL
AOL's board lets management burn Access/Search cash on a Display strategy losing $500M+ a year; elect three Starboard nominees to enforce discipline and restructure or exit Patch.
N4
V3
Feb 01, 2006
Carl Icahn
Time Warner Inc.
TWX
Time Warner has underperformed its peer index by 51% under Parsons; splitting into four SpinCos (AOL, Content, Publishing, Cable) plus a $20bn buyback unlocks $30-45bn — a 35-54% premium.
N5
V4
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Trian Partners
The Walt Disney Company
DIS
Disney has lost its way and underperformed peers; replacing two long-tenured directors with Nelson Peltz and former Disney CFO Jay Rasulo will restore accountability and shareholder returns.
N3
V3