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☆ Despite US warnings, Israel signals it's going ahead with what could be a 'disaster' in Rafah
▼ + stars: | 2024-05-06 | by ( Paul Squire | Jake Epstein | ) www.businessinsider.com time to read: +1 min

Israel seems to be pressing ahead with an attack on Rafah in Gaza. The US has pressured Israel not to carry out the assault — or at least reduce civilian casualties. AdvertisementThe US has said an Israeli invasion of Rafah — a city in southern Gaza where scores of Palestinian refugees have fled — could be a "disaster." But it looks like Israel is going ahead with the assault anyway. This story is available exclusively to Business Insider subscribers.

Persons: Israel, — Organizations: Service, Business Locations: Rafah, Gaza, Israel

☆ Activist Nihon Global puts forth ideas to build shareholder value at noodle giant Toyo Suisan
▼ + stars: | 2024-05-04 | by ( Kenneth Squire | ) www.cnbc.com time to read: +11 min

Toyo Suisan has consistently outperformed Nissin Foods in North America, one of the most profitable and fastest-growing markets in the world. It generally starts with shareholder proposals that by regulation can only address specific issues, such as capital allocation and dividends. Last year, 3% of corporate governance shareholder proposals were passed and 4% of balance sheet-based shareholder proposals were passed. First, it shows the opportunities available to activists in Japan where reasonable shareholder proposals could lead to significant shareholder value creation. Brian Doyle of Nihon Global and his team are a good example of this.

Persons: Toyo Suisan, Toyo Suisan's, Nissin, Nihon, hasn't, Judge Chamberlain Haller, Vinny, Nihon Global's, Brian Doyle, Hiroyuki Otsuka, Carlyle, Ken Squire Organizations: Toyo, Nihon Global Growth Partners Management, Nihon Global, Nihon, Nissin, Foods, Nissin Foods, Tokyo Stock Exchange, U.S, White, Newton Investment Management, 13D Locations: Japan, Toyo, North America, Mexico, U.S, American, United States, Asia

☆ Robert Kraft says elite schools are to blame for 'hate' on campus
▼ + stars: | 2024-05-02 | by ( Paul Squire | ) www.businessinsider.com time to read: +1 min

Robert Kraft says top schools' leadership and faculty have "failed" students as protests continue. The Patriots owner and megadonor to Columbia University pulled his support for the Ivy last week. NEW LOOK Sign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. download the app Email address Sign up By clicking “Sign Up”, you accept our Terms of Service and Privacy Policy . "The leadership and faculty of so many of our leading educational institutions have failed their students," the 82-year-old sports exec wrote.

Persons: Robert Kraft, —, Robert Kraft isn't, Kraft Organizations: Patriots, Columbia University, Ivy, Service, New England Patriots, Business Locations: Israel, Gaza

☆ Sony and Apollo offer $26 billion for Paramount: report
▼ + stars: | 2024-05-02 | by ( Paul Squire | Hayley Cuccinello | ) www.businessinsider.com time to read: +2 min

Sony and Apollo Global Management are reportedly bidding big for Paramount. AdvertisementSony and the private equity firm teamed up for an all-cash offer of $26 billion for Paramount Global, The Wall Street Journal reported on Thursday. Sony and Apollo's offer was nonbinding, according to the JournalApollo's bid comes after Paramount announced its CEO Bob Bakish was stepping down Monday. Apollo previously bid $11 billion for just Paramount's movie studio, the Wall Street Journal reported in March. Apollo partner Aaron Sobel co-signed the offer letter with Sony CEO Tony Vinciquerra, people familiar with the situation told the Journal.

Persons: Bob Bakish, They've, Hayley Cuccinello, Aaron Sobel, Tony Vinciquerra, Sobel, Lee Solomon, Shari Redstone hasn't Organizations: Sony, Apollo Global Management, Paramount, Paramount Global, Street, Skydance Media, RedBird Capital Partners, KKR, Apollo, Wall Street, Legendary Entertainment, Concord Music Group

☆ Columbia protesters' demands have worked before. This time may be different.
▼ + stars: | 2024-04-30 | by ( Paul Squire | ) www.businessinsider.com time to read: +9 min

Read previewThe unrest at Columbia University isn't showing signs of slowing down. In the 1980s, student protesters at Columbia took over the same building and called for divestment of the Ivy League school's investments over a different cause: South African apartheid. Student protesters at the 1985 demonstrations at Columbia University. Protesters there locked and chained the doors to Hamilton Hall — the same building now occupied by pro-Palestinian protesters — and demanded the school completely divest from South Africa. A more fraught situationOn its website, the Columbia University Apartheid Divest group likened itself to the protests from nearly 40 years ago.

Persons: —, It's, Lockheed Martin, Alex Kent, Joe Biden, Mike Johnson, she's, Barbara Alper, didn't, Ronald Reagan, Biden, Benjamin Netanyahu, Netanyahu, Nemat, Shafik, Nicholas Dirks, Divesting, Christopher Marsicano, Al, Marsicano Organizations: Service, Columbia University, Columbia, Ivy League, Business, Lockheed, Boeing, NPR, Hamilton Hall, Getty, Columbia University Apartheid, White, Student, New York Times, Times, Coalition, Columbia Spectator, Spectator, The New York Times, Hamas, University, Socially, University of California, CNN, North Carolina's Davidson College Locations: Israel, Gaza, Columbia, divesting, Hamilton, South Africa, Vietnam, Rafah, Berkeley, Al Jazeera

☆ Paramount CEO Bob Bakish is officially out
▼ + stars: | 2024-04-29 | by ( Paul Squire | ) www.businessinsider.com time to read: +2 min

CEO Bob Bakish will step down and be replaced by a trio of senior executives. David Ellison has been itching to strike a deal with Shari Redstone to buy Paramount. AdvertisementParamount announced Monday that its president and CEO Bob Bakish is out and will be replaced by a trio of execs. Bakish is stepping down from the entertainment studio as major shareholder Shari Redstone inches closer to a possible sale of her controlling stake in the company. In the statement, Shari Redstone (who also serves as the chair of the board) said she has "tremendous confidence" in the new leadership.

Persons: Bob Bakish, David Ellison, Shari Redstone, —, Shari, David Ellison's Skydance, Larry Elison, George Cheeks, Chris McCarthy, Brian Robbins, Bakish, David Ellison's Organizations: Paramount, Service, Oracle, Bloomberg, — CBS, Showtime, MTV Entertainment Studios, Paramount Media Networks, Nickelodeon, Board, Paramount Global, Hollywood

☆ Activist Jana Partners calls for a strategic review at Wolfspeed. Here’s how it may develop
▼ + stars: | 2024-04-27 | by ( Kenneth Squire | ) www.cnbc.com time to read: +6 min

Activist Commentary: Jana is a very experienced activist investor founded in 2001 by Barry Rosenstein. Wolfspeed is the world's leading producer of silicon carbide, or SiC, and a manufacturer of silicon carbide applications. Jana also recommends that the board commences a review of strategic alternatives, including a possible sale of the company. At Freshpet, Jana also made operational and capital allocation recommendations in addition to reviewing a sale of the company. Here, there has been no such mention of a "Jana Dream Team," but it is a little too early for that.

Persons: Jana, Barry Rosenstein, Rosenstein, John Palmour, Wolfspeed, Renesas, Ken Squire Organizations: John Palmour Manufacturing, Silicon Carbide, Mitsubishi Electric, 13D Locations: Siler City, N.C, Marcy, N.Y, North Carolina, Mohawk, New York, Germany, Freshpet

☆ Oasis launches a campaign at Kao Corp, but this battle is likely to be a difficult one
▼ + stars: | 2024-04-20 | by ( Kenneth Squire | ) www.cnbc.com time to read: +8 min

Activist Commentary: Oasis Management is a global hedge fund management firm headquartered in Hong Kong with additional offices in Tokyo, Austin and the Cayman Islands. The hygiene and living care segment provides fabric, kitchen, home, sanitary and pet care products. Kao Corp is a global fast-moving consumer goods company with a diversified portfolio of products spanning from hair and skin care to cosmetics and chemicals. Oasis has proven to be a value-creating activist in many situations and would likely be a valuable board member here, but this is not a typical Oasis activist campaign. On the contrary, the day after Oasis launched its campaign, Kao stated that the firm lacked sufficient understanding of its portfolio management and restructuring plans.

Persons: Seth Fischer, Molton Brown, Kao, Kao's ROE, Beiersdorf, Aoki, Tsuruha, Oasis, ROE, Ken Squire Organizations: Oasis Management, Oasis, Business, Kao Corp, Tokyo Stock Exchange, onboarding, Kao, 13D Locations: Hong Kong, Tokyo, Austin, Cayman Islands, Asia, Europe, Japan

☆ NYC's rat czar says stop feeding the pigeons if you want the vermin gone
▼ + stars: | 2024-04-15 | by ( Paul Squire | ) www.businessinsider.com time to read: +2 min

NYC's rat czar is waging war on the city's vermin. AdvertisementIf New York City wants to kick its rats to the curb, it may need to change a time-honored tradition: feeding the pigeons. In a profile by New York Magazine, the city's so-called "rat czar," Kathleen Corradi, detailed how the city has been fighting its rat problem. Leftover crumbs end up becoming impromptu meals for nearby rats, Corradi told New York Magazine. "We're a big part of the problem when it comes to sustaining rat populations in the city," Corradi told the magazine.

Persons: —, Kathleen Corradi, Corradi, Michael Parsons, Corradi's, Parsons Organizations: New York Magazine, Service Locations: York City

☆ Unflappable Scottie Scheffler clinches second Masters title with virtuoso display
▼ + stars: | 2024-04-14 | by ( Jack Bantock | ) edition.cnn.com time to read: +8 min

CNN —Scottie Scheffler clinched his second Masters title in style on Sunday, cementing the American’s status as the preeminent force in men’s golf. I love you,” Scheffler replied when asked by Augusta National chairman Fred Ridley if he had a message for his wife. The ball was still amongst the shrubbery when Scheffler rolled in for par on the same green shortly after, extending his lead to three. His first Masters triumph had ended in a shaky – albeit inconsequential – four-putt, but there were no such blips this time round. After a standing ovation on his walk to the 18th green, Scheffler signed off with a simple putt for par.

Persons: Scottie Scheffler, Sweden’s Ludvig Åberg, Scheffler, Meredith, “ I’m, I’ll, ” Scheffler, Fred Ridley, “, can’t, ”, Brooks Koepka, Scheffler toasts, Warren Little, Woods, Åberg, –, Jack Nicklaus, Seve Ballesteros, Tiger Woods, ” Woods, ” Åberg, Fuzzy Zoeller, Europe’s, Andrew Redington, Max Homa, Collin Morikawa, England’s Tommy Fleetwood, Rory McIlroy’s, Spain’s Jon Rahm, Ominously, Morikawa, Homa, Mike Segar, Rahm, Jamie Squire, Aberg, Ted Scott Organizations: CNN, Augusta National, Augusta, Golf, PGA Championship, RSM, Getty Locations: Butler, Augusta, Rome, Homa

☆ The Masters: Scottie Scheffler is flying, but will leave tournament ‘at a moment’s notice’ if wife goes into labor
▼ + stars: | 2024-04-12 | by ( Jack Bantock | ) edition.cnn.com time to read: +5 min

CNN —In his current form, it almost feels like nothing can stop Scottie Scheffler from clinching his second Masters crown – yet the world No. Speaking after his historic win, Scheffler dished out special praise to his support system at home in Dallas. Scheffler kisses his wife Meredith after clinching his first major title at Augusta National in 2021. David J. Phillip/APBurns joins Scheffler on baby watchScheffler isn’t the only player on baby alert – so too is friend and this week’s roommate Sam Burns. Phil Mickelson’s caddie Jim Mackay carried a beeper around all 72 holes of the 1999 US Open in case the golfer’s wife Amy went into labor.

Persons: CNN —, Scottie Scheffler, Bryson DeChambeau, Scheffler, ”, Meredith, ” Scheffler, Sara caddied, “, Arnold Palmer, Mike Ehrmann, Xander Schauffele, Rory McIlroy, David J, Phillip, AP Burns, Sam Burns, Burns, Caroline, “ It’s, ” Burns, Jamie Squire, Phil Mickelson’s caddie Jim Mackay, Amy, Mickelson agonizingly, Payne Stewart, Mickelson –, – Organizations: CNN, Augusta National, Arnold Palmer Invitational Locations: Augusta, Dallas

☆ The key to a long life? ‘Undereating’ and ice baths, says 88-year-old Gary Player, still spritely at 88th Masters
▼ + stars: | 2024-04-11 | by ( Jack Bantock | ) edition.cnn.com time to read: +5 min

It’s “so far, so good” for Player, who played his last Masters in 2009 after a record 52 appearances at Augusta National. Player was renowned for his endurance across a five-decade career that reaped 165 tournament wins and nine major championships. “You do things in life for other people, and you try to have fun, and like Gary said, you’ve got to laugh.”Watson, Player and Nicklaus (left to right) drew huge crowds. “If you’re here, you are so blessed, and you should kiss the ground every day,” Player told Masters reporters on the range. “He’s a man who believed in freedom, and what he did for this great country, you can’t describe it.

Persons: CNN —, Gary Player, Jack Nicklaus, Tom Watson, “, ”, Player, Jamie Squire, Overtraining, It’s, Walter Iooss Jr, Quizzed, Nicklaus, –, Watson, Gary, you’ve, ” Watson, Mike Blake, Donald Trump, Dwight D, Eisenhower Organizations: CNN, Gary, Augusta National, REDs, Nicklaus, Reuters, America, ” Locations: Augusta, India, Johannesburg, United States

☆ Billionaire golf fans' favorite tournament, the Masters, kicks off this week in Augusta
▼ + stars: | 2024-04-10 | by ( Madeline Berg | Taylor Rains | ) www.businessinsider.com time to read: +7 min

The Masters Tournament begins this week at Augusta National Golf Club. That's thanks to the Masters Tournament, the first in an annual run of major professional golf championships and a favorite of the superrich. Former Secretary of State Condoleezza Rice became one of the first women to join Augusta National in 2012. But if you're not a member, you're not invited by a member, you're not getting on Augusta National." The names of Augusta National members are kept confidential, though their green jackets are a tell.

Persons: Warren Buffett, Bill Gates, —, Dirk Ziff, Stanley Druckenmiller —, Barnabas Carrega, Carrega, State Condoleezza Rice, Timothy A, Clary, weren't, Darla Dee Moore, Richard Rainwater, Augusta National's, Billy Casper, Horton Smith, Jamie Squire, Phil Knight —, Robert Rowling, Herbert Allen Jr, David Duffield, Ernest Garcia, Greg Mondre, Garth Brooks, Luke Bryan, Rory McIlroy, Tiger Woods, that's Organizations: Augusta National Golf, Private, Service, Michelin, Golf, Bloomberg, State, Augusta National, Getty, Augusta, Augusta Regional Airport, Nike, reselling, Ticketmaster Locations: Augusta , Georgia, Augusta, Georgia, United States, Carvana

☆ Men’s March Madness: Everything you need to know about the national championship game between UConn and Purdue
▼ + stars: | 2024-04-08 | by ( Issy Ronald | Samuel Joseph | ) edition.cnn.com time to read: +5 min

CNN —History beckons for both UConn and Purdue in the national championship game on Monday. A chance at historyThe Midwest Region champion, Purdue Boilermakers, are banishing prior demons in their quest for their first national championship title. The Boilermakers last appeared in the NCAA Championship game in 1969 where they were runners-up. 11 NC State in the Final Four to earn a shot at the first national championship in program history. He’s playing very well, and he’s staying out of foul trouble.”Purdue will be hoping that Edey can replicate these performances if it is to unseat UConn as national champion.

Persons: Dan Hurley, “, ” Hurley, Cam Spencer, Bob Donnan, ”, Donovan Clingan, they’re, Mason Gillis, Gonzaga, Gillis, Jamie Squire, Zach Edey, Edey, Basketball Hall of Famer Shaquille O’Neal, he’s Organizations: CNN, UConn, Purdue, Huskies, Boilermakers, Farm, Alabama Crimson Tide, Reuters UConn, Illinois, Midwest Region, Purdue Boilermakers, NCAA, ” Purdue, Grambling, Utah State, State, North Carolina State, Big, NBA, Basketball Hall of Famer Locations: Florida, Glendale , Arizona, Grambling State, Tennessee, Canada

☆ Sachem Head’s Andy Stafman joins Twilio’s board. Here’s how he may help grow margins
▼ + stars: | 2024-04-06 | by ( Kenneth Squire | ) www.cnbc.com time to read: +6 min

More recently, after nominating a majority director slate, Sachem Head settled for three board seats at US Foods. Taking board seats signifies both commitment and contribution, and this philosophy and style is really paying off for Sachem Head. After 2021, the revenue growth started slowing: It's 8.5% today, and it's estimated to be 5% to 10% in the coming years. As much as a growth market rewards hyper-growth stocks, it punishes those companies when revenue growth slows. On March 30, Sachem Head received a board seat for Andy J. Stafman, partner at Sachem Head, and agreed to withdraw its notice of shareholder proposals and nomination of candidates for election to the board at the 2024 annual meeting.

Persons: Scott Ferguson, Sachem, Ferguson, Olin —, Twilio, Twilio's, Jeff Lawson, Khozema, denigrate Lawson, Sinch, Andy J, Stafman, Anson, Sagar Gupta, Thomas Wyatt, Ken Squire Organizations: Pershing, Olin, US Foods, Sachem, Communications, Gartner, IDC, Twilio . Legion Partners, Anson Funds, Legion Partners, 13D Locations: Twilio

Trian claims Disney's board has failed to generate sufficient returns in recent years as subscription streaming losses have mounted and traditional TV subscribers have declined. Early vote countBoth Disney and Trian received support from influential shareholders ahead of Wednesday's meeting. Roughly one-third of Disney's shareholders are retail shareholders, who historically vote in small numbers in annual meetings. The arrangement still raised questions about ValueAct's support for the company and whether Disney's board should have disclosed the prior relationship. WATCH: Disney board battle reaches final moments

Persons: Bob Iger, Mickey Mouse, Valerie Macon, Nelson Peltz, Jay Rasulo, They've, Maria Elena Lagomasino, Michael Froman, Peltz, Ike Perlmutter, Trian, Disney's, Iger, Bob Chapek, Patrick T, Adam Jeffery, Morgan Stanley, James Gorman, CNBC's, George Lucas, Laurene Powell Jobs, Lucas, Powell Jobs, Ken Squire, Rowe Price, Rowe, Mason Morfit's, ValueAct, Neuberger Berman, John Ferguson, Rasulo —, Glass Lewis, Iger's, Gorman, Jeremy Darroch, CNBC's Andrew Ross Sorkin, Heidi Gutman, Lagomasino, shouldn't, Blackwells, Rasulo, Jason Aintabi, John Foley, Jessica Schnell, Craig Hatkoff, Leah Solivan, ValueAct hasn't Organizations: AFP, Getty Images Disney, Voters, Trian Partners, Disney, PepsiCo, Marvel, SEC, Fallon, Bloomberg, Getty, CNBC Disney, CNBC, Star Wars, LucasArts, Pixar, BlackRock, Institutional, California Public Employees, Yacktman Asset Management, Saratoga Proxy, ISS, Sky, Trian Fund Management, NBCU, Bank, NBCUniversal, Green, Comcast Locations: Los Angeles, New York

☆ Vanguard likely to support Disney in board vote, says 13D Monitor's Ken Squire
▼ + stars: | 2024-04-02 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailVanguard likely to support Disney in board vote, says 13D Monitor's Ken SquireKen Squire, founder of 13D Monitor and CNBC contributor, joins ‘Closing Bell’ to discuss the outlook for Disney’s board, activist investing, and more.

Persons: Ken Squire Ken Squire, Bell Organizations: Vanguard, Disney, Monitor, CNBC

☆ Disney board seat for Nelson Peltz hinges on Vanguard, State Street, institutional investors
▼ + stars: | 2024-04-02 | by ( Rohan Goswami | In Rohangoswamicnbc | ) www.cnbc.com time to read: +3 min

In 2015, Nelson Peltz's Trian Partners was defeated in an activist campaign against chemical firm DuPont , largely because the top three institutional shareholders voted against his slate. Nearly a decade later, those same institutional investors — Vanguard, State Street and BlackRock — are the three largest shareholders in Disney . Former Marvel chairman Ike Perlmutter has entrusted Peltz with his 33 million Disney shares, the bulk of the activist's 1.8% stake. Vanguard is the largest holder with 8% of outstanding Disney shares. In 2021, for example, 63% of Disney shareholders voted their shares, according to data analyzed by 13D Monitor.

Persons: Nelson Peltz's Trian, Bob Iger, Rowe Price, CNBC they're, Trian, Ike Perlmutter, Peltz, Neuberger Berman, Jones, Ken Squire, Squire, Innisfree, King Organizations: Nelson Peltz's Trian Partners, DuPont, — Vanguard, State Street, BlackRock, Disney, Wall Street, CNBC, Vanguard, State, Marvel, Trian Partners, 13D, Okapi Partners Locations: BlackRock, New York, California

☆ Investor Tribeca presents Glencore with ideas to raise shareholder value – How it may unfold
▼ + stars: | 2024-03-30 | by ( Kenneth Squire | ) www.cnbc.com time to read: +10 min

Tribeca has been a shareholder of Glencore for seven years and has been engaging with management for a year. The company has excellent core asset quality in copper, zinc and coal, as well as a world-leading commodity trading business. Notably, Bluebell Capital Partners agitated for a demerger of Glencore's thermal coal business in 2021. However, in 2023, after acquiring a 77% interest in Teck's steelmaking coal business, Glencore stated its intention to demerge its combined coal and carbon steel businesses. The same can be said for the divestment of the trading business.

Persons: Glencore, David Aylward, Gary Nagle, astutely, Berkshire Hathaway, Ivan Glasenberg, Ken Squire Organizations: Glencore, Tribeca Investment Partners, Tribeca, Financial Times, Australian Securities Exchange, London Stock Exchange, BHP, Rio Tinto, Bluebell Capital Partners, LSE, Rio, NYSE, 13D Locations: Switzerland, Australia, Africa, South America, Sydney, Melbourne, Singapore, London, Tribeca, Glencore, Swiss, Rio, Europe, cyclicality, Berkshire

☆ Counting sheep: Who came up with this old sleep tip, and does it work?
▼ + stars: | 2024-03-24 | by ( Sandee Lamotte | ) edition.cnn.com time to read: +7 min

Does counting sheep work? So does counting sheep really help you fall asleep? “Something as mundane as counting sheep usually does not do the trick,” she said. Remember what happened, how you felt and let yourself bask in those good feelings to encourage sleep, Harvey said. Doing so can get it out of your head before your head hits the pillow, allowing sleep to come without counting sheep.

Persons: CNN —, —, I’ve, Messer Azzolino, …, Miguel de Cervantes, Don Quixote, Sancho Panza, Quixote, Disciplina, Don Quixote ” —, Panza, you’ll, Allison Harvey, ”, Harvey, “, ” Harvey, didn’t, savoring Organizations: CNN, Hulton, Research, University of California, Oxford University Locations: ”, Berkeley

☆ Activist Oasis may turn to a preferred playbook to help build value at Greencore
▼ + stars: | 2024-03-23 | by ( Kenneth Squire | ) www.cnbc.com time to read: +6 min

Business: Greencore Group is an Ireland-based manufacturer of convenience foods. Premier Foods has generated a total return of nearly 300%, while Greencore is down 41.5% in that time. It is hard to believe there is another investor more qualified to create shareholder value at Greencore than Oasis. In addition, at The Restaurant Group and Premier, Oasis pushed for the sale of non-core assets, which is consistent with streamlining operations and creating shareholder value. One Greencore director who Oasis knows well is Alastair Murray, the former CFO and once-interim CEO of Premier Foods.

Persons: Seth Fischer, Greencore, Daniel Wosner, Oasis, Gavin Darby, Darby, Wosner, Wosner's reappointment, Dalton Philips, Catherine Gubbins, Alastair Murray, Murray, Ken Squire Organizations: Greencore, Convenience Foods, Ireland, Oasis Management, Oasis, Premier Foods, Apollo, Premier, Group, 13D Locations: Ireland, United Kingdom, Hong Kong, Tokyo, Austin, Cayman Islands, Asia, Europe

☆ Disney CEO Bob Iger is 'pulling all the stops' to win this proxy fight: 13D Monitor's Ken Squire
▼ + stars: | 2024-03-14 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDisney CEO Bob Iger is 'pulling all the stops' to win this proxy fight: 13D Monitor's Ken SquireKenneth Squire, 13D Monitor and 13D Activist Fund founder, joins 'Squawk Box' to discuss the latest developments in Disney's proxy fight with Nelson Peltz’s Trian Partners, impact of Disney's counterattack, and more.

Persons: Bob Iger, Ken Squire Kenneth Squire, Nelson Peltz’s Organizations: Fund, Partners

☆ It looks like the special counsel may have overstated Biden's memory issues
▼ + stars: | 2024-03-12 | by ( Paul Squire | Madison Hall | ) www.businessinsider.com time to read: +1 min

A special counsel report trashed Biden's memory. Now the transcript is out — and it shows Biden's memory issues may have been overstated. download the app Email address Sign up By clicking “Sign Up”, you accept our Terms of Service and Privacy Policy . AdvertisementThe transcript of President Joe Biden's interview with Special Counsel Robert Hur is in the hands of journalists — and it reportedly shows that Hur's comments trashing Biden's memory may have been overstated. The interview, which was held over five hours across two days, was part of Hur's investigation into Biden's handling of classified documents.

Persons: Biden, —, Joe Biden's, Robert Hur, Hur, Hur wouldn't Organizations: Service, Business

☆ Activist Petrus Advisers has a plan to help lift Criteo’s share price. Here’s how it might unfold
▼ + stars: | 2024-03-09 | by ( Kenneth Squire | ) www.cnbc.com time to read: +8 min

Criteo operates across three segments – marketing solutions, retail media, and Iponweb – but generated 83% of its $1.95 billion of revenue in 2023 from the marketing solutions segment. To many in the investor community, this was the death knell for cookies leading to uncertainty for Criteo's largest segment. Additionally, the company's retail media segment is a very appealing and growing business using software as a service for e-commerce companies. Petrus will likely nominate outside directors to the board as they rarely propose Petrus insiders for board seats. If it does not settle, Petrus has shown that they are willing to take a proxy fight to a vote.

Persons: Petrus, Rachel Picard, Megan Clarken, Alphabet's, Criteo, Frank Layden, Petrus —, Neuberger Berman, AllianceBernstein, Evercore, Ken Squire Organizations: Criteo, Petrus Advisers, Nasdaq, Alphabet's Google, TAC, Cadian Capital Management, Bloomberg, Reuters, 13D Locations: France, Europe, Americas, Asia, Pacific

☆ Biden, facing pressure from the left, will order the military to build a Gaza port for aid
▼ + stars: | 2024-03-07 | by ( Paul Squire | ) www.businessinsider.com time to read: +2 min

Biden plans to order the US military to build a port in Gaza to deliver aid. NEW LOOK Sign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. download the app Email address Sign up By clicking “Sign Up”, you accept our Terms of Service and Privacy Policy . President Joe Biden will announce another shift in his Israel-Gaza policy during the State of the Union address on Thursday, ordering the military to build a port in Gaza to deliver humanitarian aid. Biden — who's not facing any real competition for his nomination bid — has lost thousands of votes across swing states to the effort.

Persons: Biden, He'll, —, Joe Biden, Israel, Biden — who's, Kamala Harris, Harris Organizations: Union, Service, UN, Gazan Health Ministry, Democratic, NBC News, New York Times Locations: Gaza, Israel

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