The Rich Get Richer: How One Billionaire Lost But Still Made Hundreds Of Millions
The Rich Get Richer: How One Billionaire Lost But Still Made Hundreds Of Millions
No one likes to lose. But if losing means making around $1 billion in the process, I'd take it.
沒有人喜歡輸。但是，如果損失意味着在此過程中賺到約10億美元，我會接受的。
Nelson Peltz, the activist investor behind Trian Fund Management, upped his stake in Walt Disney Co (NYSE:DIS) last October.
Trian Fund Management背後的激進投資者納爾遜·佩爾茨去年10月增加了他在沃爾特·迪斯尼公司（紐約證券交易所代碼：DIS）的股份。
By the end of 2023, he owned more than 1% of the company.
到2023年底，他擁有公司1％以上的股份。
Peltz used his sizable position, and influence as an activist investor, to urge shareholders to oust CEO Bob Iger through a proxy battle.
佩爾茨利用其作爲激進投資者的巨大地位和影響力，敦促股東通過代理權爭奪戰將首席執行官鮑勃·艾格趕下臺。
Despite acknowledging his lack of Hollywood expertise, Peltz believed that his outsider's perspective could have helped Disney turn around its performance and shake up the company's board.
儘管佩爾茨承認自己缺乏好萊塢專業知識，但他認爲局外人的視角本可以幫助迪士尼扭轉業績並重組公司董事會。
At the time, Disney's stock was struggling. Its stock hit a 10-year low, despite a strong gain in the SPDR S&P 500 Trust (NYSE:SPY) and the overall market. Since then, Disney's stock has outperformed the same index so far in 2024.
當時，迪士尼的股票陷入困境。儘管SPDR標準普爾500指數信託基金（紐約證券交易所代碼：SPY）和整個市場均強勁上漲，但其股票仍觸及10年低點。從那時起，迪士尼的股票在2024年迄今爲止的表現超過了同一個指數。
The Results: In April's shareholder meeting, investors voted against Peltz's nominees and chose to retain Disney's entire board including Iger. Despite failing in his efforts to shake up the C suite, Disney shares have risen significantly since Peltz first invested in the company, although the share price plummeted 10% on Tuesday, May 7. T
結果：在4月的股東大會上，投資者對佩爾茨的提名人投了反對票，並選擇保留包括艾格在內的迪士尼整個董事會。儘管重組C套房的努力失敗了，但自佩爾茨首次投資該公司以來，迪士尼的股價已大幅上漲，儘管5月7日星期二股價暴跌了10％。T
Trian and Peltz reportedly sold their entire Disney stake as of Wednesday, May 29. They exited the position at around $120 a share.
據報道，截至5月29日星期三，Trian和Peltz出售了他們在迪士尼的全部股份。他們以每股120美元左右的價格退出該頭寸。
Big Gains: This means that even though Peltz lost his battle, he made nearly $1 billion on the investment, according to CNBC. Peltz has previously taken activist positions in companies such as Proctor & Gamble Co (NYSE:PG), PepsiCo (NYSE:PEP) and more.
Now Read: Jim Cramer Doesn't Care That Nelson Peltz Is Out Of Disney, Says Traders Should Avoid This Real Estate Stock
巨額收益：據CNBC報道，這意味着儘管佩爾茨輸掉了戰鬥，但他還是從投資中獲得了近10億美元的收入。佩爾茨此前曾在寶潔公司（紐約證券交易所代碼：PG）、百事可樂（紐約證券交易所代碼：PEP）等公司擔任過激進職位。
立即閱讀：吉姆·克萊默不在乎納爾遜·佩爾茨退出迪士尼，稱交易者應避開這隻房地產股
譯文內容由第三人軟體翻譯。