Just keep streaming
Two investors disagree on what Disney's strategy should be
|Leon Lin||Oct 21, 2020|
Third Point argues that Disney should stop paying its dividend and invest in streaming; Semper Augustus disagrees.
Activism at Disneyland
The activist investment fund Third Point recently published a letter to Disney, suggesting the company change their business strategy . This led to a rebuttal by another investment firm, Semper Augustus (h/t …