activist

ValueAct

2 documents across the library, active from 2012 to 2024.

2 Documents

4.0 Avg. narrative

3.0 Avg. visual

Activity by year

12 1

24 1

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ValueAct 2024-03-01

The Walt Disney Company DIS

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.

N4 V4 C4

⌂

ValueAct 2012-10-01

Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard)

ValueAct's edge is concentrated, board-level positions in differentiated, recurring-revenue businesses — picking quality and avoiding leverage, complexity and bad governance.

N4 V2 C2

⌂ ⇌