Posts by Blackwells Capital

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There’s another barbarian at the gates of the Magic Kingdom. It might not be the same as Mickey and Minnie getting divorced, but one activist investor thinks it may be time for a Disney (DIS -2.68%) breakup. Blackwells Capital, the latest activist investor to emerge at the House of Mouse, suggested Disney’s corporate segments would be better off going their separate…

Disney‘s 2024 shareholders meeting on April 3 will feature three rival slates of director nominees — and for now, in the lead-up to the vote it’s unclear whether the jockeying is just so much noise or will lead to real changes. In one corner are the Disney-selected 12 nominees. In another is activist investor Nelson Peltz, whose…

Disney‘s 2024 shareholders meeting on April 3 will feature three rival slates of director nominees — and for now, in the lead-up to the vote it’s unclear whether the jockeying is just so much noise or will lead to real changes. In one corner are the Disney-selected 12 nominees. In another is activist investor Nelson Peltz, whose…

Should The Walt Disney Co. put all of its real estate holdings into a REIT (a “real estate investment trust”)? Should the company pour resources into virtual reality and artificial intelligence? Blackwells Capital thinks so. While Disney is responding to an activist investor fight from Nelson Peltz and his Trian Partners, it also fending off…

Blackwells Capital today made its fight with Disney official, urging shareholders in a definitive proxy statement to elect its three nominees to the board of directors “as the company navigates through a vast and novel opportunity set offering a near limitless potential.” “The purpose of our campaign is simple: we want to ensure that Disney has the right…