Starboard Reveals Shake Shack Stake | Bloomberg Deals 8/5/2026

A weekly, midday program that delivers high-impact, editorially driven coverage of the most important corporate transactions shaping the global market. Today’s guests: Starboard CEO Jeff Smith, Salesforce Ventures Managing Director Emily Zhao, Dell Technologies Capital Managing Director Daniel Doctor, Breakout Ventures Co-Founder & Managing Partner Julia Moore, White & Case Global Co-Head of M&A Kimberly Petillo-Décossard, and DGB Investments Founder Douglas Bergerson.

Chapters:
00:00:00 – Bloomberg Deals opens
00:01:34 – Paramount–Warner Bros. Merger Lawsuit Heads to Trial
00:02:32 – AstraZeneca & Bristol Myers: Pharma Mega-Deal Rumors
00:04:05 – P&G Buys Thorne in $3.8B Supplements Deal
00:05:10 – Polymarket Eyes $1B Fundraise at $20B Valuation
00:07:45 – Apollo’s Record Fees & The Private Capital Boom
00:10:20 – Starboard CEO Jeff Smith Interview
00:11:04 – Why Starboard Is Buying Shake Shack
00:13:08 – No Turnaround Needed? The Shake Shack Growth Thesis
00:15:31 – Should Shake Shack Franchise in the U.S.?
00:17:28 – Weston Holdings & Restaurant Supply Chain Investments
00:18:58 – CarMax Turnaround Progress
00:21:08 – Investing Through Market Volatility
00:22:37 – Investment Committee Preview
00:23:12 – AI Venture Funding Rebounds on Mega-Rounds
00:24:04 – Investment Committee: Where AI Investors Are Deploying Capital
00:34:49 – White & Case’s Kimberly Petillo-Décossard Interview
00:35:23 – The Race for Scale in AI & Energy
00:36:55 – Cross-Border M&A Trends
00:37:36 – How Volatility Is Changing Boardroom Decisions
00:38:22 – Outlook for Dealmaking in 2026
00:39:33 – Activist Investor Targets Ethan Allen
00:40:10 – Why Ethan Allen Is a "Melting Ice Cube"
00:41:44 – Why Replace the Entire Board?
00:42:57 – Can Ethan Allen Be Turned Around?
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Starboard Reveals Shake Shack Stake | Bloomberg Deals 8/5/2026

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