Peltz, the founding partner of Trian Fund Management, is demanding a seat on Disney’s board. Yale SOM’s Jeffrey Sonnenfeld and Steven Tian found that more than half of the companies with Peltz on their boards have underperformed the market.
Yale SOM’s Jeffrey Sonnenfeld and Steven Tian write that the Biden administration’s balanced approach has helped Europe maintain its natural gas supply while protecting U.S. interests.
Yale SOM’s Jeffrey Sonnenfeld and Stevan Tian name five corporate leaders whose accomplishments stood out this year—and five who led their enterprises into rough waters.
Polls predicted a “red wave,” but Democrats held the Senate and fought to a near-draw in the House. Yale SOM’s Jeffrey Sonnenfeld and Steven Tian write that after a series of polling misses, it’s time to acknowledge the fundamental flaws in pollsters’ approach.
Yale SOM’s Jeffrey Sonnenfeld and Steven Tian write that energy industry analysts are getting it wrong about the Biden administration’s progress on energy independence and supply.
With its surprise cut in oil production, write Yale SOM’s Jeffrey Sonnenfeld and Steven Tian and Congressman Ro Khanna LAW ’01, Saudi Arabia has chosen to side with the Russian war machine.
Yale SOM’s Jeffrey Sonnenfeld and Steven Tian, who have been tracking companies’ disengagement from Russia, write that Asian airlines, European aviation giants, and sanctions evaders are gaming the system and gaining an advantage over their American competitors.
Media commentary suggests that Russia is using its energy resources to hold the rest of the world hostage. To the contrary, write Yale SOM’s Jeffrey Sonnenfeld and Steven Tian, Russia’s actions have devastated its own economy and undermined its status as an energy exporter.
A new analysis from Prof. Jeffrey Sonnenfeld and his team suggests that the firms cutting ties with Russia are seeing markedly better shareholder returns.
Since the invasion of Ukraine, Prof. Jeffrey Sonnenfeld and his team have been tracking which companies have withdrawn from Russia, which are making partial moves, and which are staying put.