Dan Loeb’s Mickey Mouse Activism At Disney

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Dan Loeb’s Mickey Mouse Activism Disney. Here’s an excerpt from the episode:Q3 2020 hedge fund letters, conferences and moreDan Loeb’s Mickey Mouse Activism DisneyTobias: All right, let’s talk a little bit about Disney. Dan Loeb, fearsome activist, used to write the nasty letters, as we’ve discussed previously, has sort of taken a vow of– not chastity, not poverty vow. He’s not going to be saying nasty things to management teams anymore. So, he wrote this note to Disney.I actually think the …

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HEDGE accordingly