5 Things This Disney Activist Investor Wants: ESPN Spinoff, Hulu Buyout and 'Preserve This Policy'
5 Things This Disney Activist Investor Wants: ESPN Spinoff, Hulu Buyout and 'Preserve This Policy'
这位迪士尼维权投资者想要的5件事：ESPN剥离、Hulu收购和“保留这项政策”
Activist investor Dan Loeb issued a letter to Walt Disney(DIS.US) CEO Bob Chapek and the company's Board of Directors Monday. Loeb took a stake in Disney via Third Point and is seeking to have constructive engagement with the company.
维权投资者丹·勒布发布了一封信给华特迪士尼(DIS.US)首席执行官鲍勃·查佩克以及周一的公司董事会。勒布通过以下途径入股迪士尼第三点并正在寻求与该公司进行建设性的接触。
In the letter, Loeb congratulates Chapek on the recent quarter and the success of Disney+. The investor highlights a transition from theatrical releases to digital distribution, similar to a SaaS (software as a service) business model.
在信中，勒布祝贺Chapek最近一个季度以及迪士尼+的成功。这位投资者强调了从影院发行向数字发行的过渡，类似于SaaS(软件即服务)商业模式。
"We expect to see the quality of Disney's financial results improve as the company's business shifts further," Loeb writes.
勒布写道：“随着迪士尼业务的进一步转变，我们预计迪士尼的财务业绩质量会有所提高。”
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