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Jim Cramer says activist investor Nelson Peltz’s new battle with Disney is warranted - TL;DR CNBC

Jim Cramer says activist investor Nelson Peltz’s new battle with Disney is warranted

Publishing timestamp: 2023-10-10 10:55:02


Summary

The article discusses activist investor Nelson Peltz's new fight with Disney over board seats and the direction of the company. Peltz had previously called off a proxy fight in February but has now returned, seeking multiple board seats and pushing his turnaround ideas. Disney's shares have fallen roughly 24% as the company struggles to make streaming profitable. Peltz has expanded his stake in Disney to 30 million shares, worth over $2.5 billion. CNBC's Jim Cramer acknowledges the decline in Disney's stock and understands why shareholders would question its value.


Sentiment: MIXED

Tickers: DIS

Keywords: breaking news: technologybreaking news: businessbusiness newswalt disney cojim cramernelson peltzinvestingclubsampleinvestment strategytechnologystock takesbreaking news: marketsmediamarkets

Source: https://www.cnbc.com/2023/10/10/cramer-activist-investor-nelson-peltzs-new-battle-with-disney-is-warranted.html


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