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    activist investors

    Explore "activist investors" with insightful episodes like "Prof G Markets: Arm’s AI Rally, Lyft’s Earnings Mistake, and Airbnb’s Trading Premium", "US Steel gets a new owner", "Why Companies Do Layoffs Before the Holidays & Disney's Board Battle", "Disney Wars: Attack of the Activist Investor" and "What’s behind the job cuts in Big Tech?" from podcasts like ""The Prof G Pod with Scott Galloway", "FT News Briefing", "Morning Brew Daily", "The Journal." and "Behind the Money"" and more!

    Episodes (10)

    Prof G Markets: Arm’s AI Rally, Lyft’s Earnings Mistake, and Airbnb’s Trading Premium

    Prof G Markets: Arm’s AI Rally, Lyft’s Earnings Mistake, and Airbnb’s Trading Premium
    Scott breaks down why Airbnb’s stock fell despite strong earnings, and explains why he’s considering selling some of his largest holding. He then discusses Lyft’s earnings report typo and shares a similar personal story. Finally, he takes a look at Arm’s stock and questions whether its rally is owed to AI hype or AI washing. Learn more about your ad choices. Visit podcastchoices.com/adchoices

    US Steel gets a new owner

    US Steel gets a new owner

    Activist investor Cevian Capital has taken a €1.2bn stake in UBS, and Nippon Steel has agreed to buy US Steel in a $14.9bn deal. Plus, the FT’s Josh Gabert-Doyon takes us to the English town of Widnes and discusses what the destruction of fossil fuel infrastructure means for local citizens. 


    Mentioned in this podcast:

    Activist Cevian places €1.2bn bet on UBS

    Nippon Steel agrees to buy US Steel for $14.9bn

    The Fiddler’s Ferry blast that will reshape a town’s identity


    The FT News Briefing is produced by Fiona Symon, Sonja Hutson, Kasia Broussalian and Marc Filippino. Additional help by Sam Giovinco, Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Our engineer is Monica Lopez. Topher Forhecz is the FT’s executive producer. The FT’s global head of audio is Cheryl Brumley. The show’s theme song is by Metaphor Music.


    Read a transcript of this episode on FT.com



    Hosted on Acast. See acast.com/privacy for more information.


    Why Companies Do Layoffs Before the Holidays & Disney's Board Battle

    Why Companies Do Layoffs Before the Holidays & Disney's Board Battle
    Episode 214: Neal and Toby look at the recent layoffs from Cruise, Hasbro and Etsy and explain why companies announce layoffs just before the holidays. Plus, there's a board battle brewing at Disney and Starbucks doesn't run the coffee show in China anymore. The guys share their stocks of the week and why the rental market in the US may finally be favoring tenants. Finally, what business lessons can we learn from Willy Wonka? Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Get the 2024 Money with Katie Wealth Planner: moneywithkatie.com/wealthplanner Learn more about your ad choices. Visit megaphone.fm/adchoices

    Disney Wars: Attack of the Activist Investor

    Disney Wars: Attack of the Activist Investor
    What happens when an activist investor sets his sights on one of the biggest media companies in the world? WSJ’s Robbie Whelan on the proxy battle that rattled Disney.   Further Reading: - How Nelson Peltz and Disney’s Marvel Chief Teamed Up in Proxy Fight  Further Listening: - The Disney Boss Who Wouldn’t Let It Go  - Why Florida Is Fighting With Walt Disney World  Learn more about your ad choices. Visit megaphone.fm/adchoices

    What’s behind the job cuts in Big Tech?

    What’s behind the job cuts in Big Tech?

    Several Big Tech companies have recently announced job cuts - and they pinned their decisions on a pandemic-induced hiring spree. But is that actually what’s driving the cuts? We sat down with the FT’s US financial commentator Robert Armstrong to get the full picture. 


    Clips from Reuters, MSNBC, Yahoo Finance

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    BTM listeners, we want to know what you think of the show and what you want to hear more of. Visit ft.com/btmsurvey to submit your feedback. 

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    For further reading:

    Slimming down Big Tech

    Is Big Tech flabby?

    Bye-bye massages and free food: Big Tech cuts back perks

    The shock of mass lay-offs is only the beginning for companies

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    On Twitter, follow Robert Armstrong (@rbrtmstrng) and Michela Tindera (@mtindera07)


    Read a transcript of this episode on FT.com



    Hosted on Acast. See acast.com/privacy for more information.


    Prof G Markets: Disney’s Proxy War, Goldman’s Guidance Miss, and the Dating App Market

    Prof G Markets: Disney’s Proxy War, Goldman’s Guidance Miss, and the Dating App Market
    This week on Prof G Markets, Scott shares his thoughts on Nelson Peltz’s activist investment in Disney. He then explains why Goldman reported its largest earnings miss in a decade. Finally, Scott discusses the business of dating apps like Hinge, and sources some personal experiences from his Gen Z team members.  Music: https://www.davidcuttermusic.com / @dcuttermusic Learn more about your ad choices. Visit podcastchoices.com/adchoices

    Activist Investors Shake the Tree

    Activist Investors Shake the Tree
    If you'd like to see tech stocks turn around, some activist investors feel the same way. They just have some more fire power. (0:21) Deidre Woollard and Asit Sharma discuss: - Starboard Value's recent stakes in Splunk and Salesforce. - Dan Loeb's push for a spinoff at Colgate-Palmolive. - Layoffs at Microsoft. Plus, Robert Brokamp and Matt Frankel (14:06) discuss how your home fits into a financial plan. Companies discussed: CRM, MSFT,  CL, SPLK, GIS, INTC Host: Deidre Woollard Guest: Asit Sharma, Robert Brokamp, Matt Frankel Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

    Are You Paranoid or Complacent?

    Are You Paranoid or Complacent?
    Is the recent stock market volatility par for the course or an aberration? Is it better for investors to be paranoid or complacent? On this week’s show, award-winning financial columnist Morgan Housel tackles those questions and talks stock market history and psychology. Plus, analysts Aaron Bush, Ron Gross, and Jason Moser dig into earnings from Comcast, Intuitive Surgical, McCormick, and Starbucks. And we discuss the latest news on eBay, Mastercard, and Papa John’s. Thanks to Molekule for supporting our show.  Get $75 off your first order at http://www.molekule.com by using the promo code “fool75”. Learn more about your ad choices. Visit megaphone.fm/adchoices
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