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  "documentTitle": "The Walt Disney Company (DIS)",
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  "authorName": "Mason Morfit",
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  "presentationDate": "2024-03-01 00:00:00",
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  "notes": "Includes a watermark 'www.10XEBITDA.com' in the center.",
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      "text": "1. We have a thesis, informed by our Network and Toolkit\n2. We have a positive collaboration – LOTS of learning and teaching – well underway\n3. We have tangible evidence of progress",
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      "text": "Mason Morfit, ValueAct Capital Co-CEO and CIO",
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      "text": "As legacy technologies transition to digital platforms, we believe Disney can lead the media industry forward. We could not be more excited to partner with Bob and the Board to help create long-term sustainable shareholder value.",
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      "text": "Why Did We Commit Our Votes for the Board and Leadership?",
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