ValueAct Capital Activist Presentation Deck
March 2024, 19 slides
  1. ValueAct Capital
  2. Disney
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  4. Activist Presentation Decks
capital take on | ValueAct Capital
disclaimer | ValueAct Capital
who is | ValueAct Capital
we have a network built by serving on public boards at a dee health i on ninety cane eras fee face to | ValueAct Capital
we collect lessons learned into a the learn it all will always do better than the know it all | ValueAct Capital
track record in media and technology investments adobe che new a | ValueAct Capital
what is tae | ValueAct Capital
investment thesis | ValueAct Capital
capacity returns on capital earnings growth | ValueAct Capital
genie service is launched porks | ValueAct Capital
current video value chain deny hulu peacock hulu | ValueAct Capital
us them studios me trek me | ValueAct Capital
key lesson from portfolio che new times office i | ValueAct Capital
the bundle drives engagement global time spent for owned | ValueAct Capital
what has happened | ValueAct Capital
has leaned into parks and deepened its bench of media technology and capital allocation experts to help move beyond the streaming wars parks investment new board directors agreement rare war | ValueAct Capital
has also taken key steps on the path to creating bigger bundles hulu integration investment in epic the hulu | ValueAct Capital
and has started to work with other studios to test new ideas and create win wins fox and wet sports | ValueAct Capital
why did we commit our votes for the board and leadership | ValueAct Capital
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