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Just keep streaming

Two investors disagree on what Disney's strategy should be

Leon Lin
Oct 21, 2020
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Takeaway

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 [1]. This led to a rebuttal by another investment firm, Semper Augustus (h/t …

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