Third Point Management
executive summary is a one of a kind collection of market leading assets benefitting from year gaming of profits world video game platform benefitting from an industry shift to recurring revenue streams such as player in game purchases and subscription programs music of profits one of the world three music labels and publishers benefitting from the rapid rise in paid subscription streaming services and the of industry revenues pictures of profits fifth film studio benefitting from deep library of iconic and accelerating demand for video content from streaming distribution platforms semiconductors of profits world image sensor manufacturer benefitting from growing importance of picture and video quality in social media and cars autonomous driving current corporate structure obscures the company underlying asset value giving investors the opportunity to buy at a discount to our estimate of intrinsic value at trades at a deep discount to publicly traded peers exposed to identical trends with valuations ranging from in addition has an enormous capital deployment opportunity with a net cash balance sheet strong free cash flow from after growth and of market cap of listed stakes that could be monetized and in the core business third point proposes a strategic plan for to close this gap and unlock its full value while creating a company better positioned to capture future growth opportunities one of a kind market leading year | Third Point Management
Company
Deck Type
Sector
Industry
Deck date
June 2019
Slide
4 of 102
Related slides by other companies
Melrose
Results
September 2021
automotive highlights | Melrose
Just Eat Takeaway.com
Mergers and Acquisitions
August 2019
compelling strategic rationale | Just Eat Takeaway.com
Other recent decks by Third Point Management
See all presentations (5 decks)
Activist
October 2018
Activist
July 2018
Activist
April 2014
Activist
September 2011
Search Thousands of Presentations by World Leading Companies
Trending:
Addressable Market
Ecosystem
Beauty Market
WACC
NFT
Management Team
Investment Highlights

Stay in the loop

Join our mailing list to stay in the loop with updates and newest feature releases

Presentations

Start Up
IPO
SPAC
M&A
Investor Day
Results
ESG
Credit
Investment Banking

Explore

Presentation Collections
Slide Collections

Company

Blog
Contact us
© 2021-2024 Slidebook.io