◆ Contrarian Corpus
Campaigns / ValueAct → The Walt Disney Company
ValueAct vs. The Walt Disney Company

The Walt Disney Company · DIS

1 deck published between 2024-03-01 and 2024-03-01 — 19 pages, 19 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2024-03-01 initial thesis

    2024 03 ValueAct Disney TMT ValueAct Disney Presentation Mar 2024

    19pp · full_deck

    Disney should lean into its 21%-ROIC Parks business and escape the streaming wars via bigger bundles and cross-studio collaboration — applying the Microsoft, NYT, and Spotify playbook ValueAct knows.