Third Point Management
portfolio complexity great businesses but little overlap outside of entertainment the wide range of business models within makes it difficult for investors to appreciate the quality of portfolio capital intensity low low low high high customers global global global global global japan end market entertainment entertainment entertainment electronics electronics financial services growth high high high low low industry structure consolidated consolidated consolidating oligopoly fragmented fragmented medium low high low a | Third Point Management
Company
Deck Type
Sector
Industry
Deck date
June 2019
Slide
13 of 102
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