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valueact aims to enhance meta platforms profitability through strategic ai investments

ValueAct has taken a $1 billion position in Meta Platforms, aiming to enhance profitability by trimming inefficiencies, particularly in the Reality Labs (RL) division, which currently detracts from earnings. With a projected EPS of $30 by 2026, the core Family of Apps (FoA) segment is expected to drive significant value, while AI investments could bolster growth. Despite Meta's controlled structure under Mark Zuckerberg, ValueAct's expertise in corporate governance positions it well to influence positive change.
CNBC
Microsoft Corporation OpenAI Salesforce, Inc. Adobe Inc. Meta Platforms, Inc. USA Ken Squire Mason Morfit Show more
Finance & Economy, Market Report
14:21 16.11.2024

activist investor starboard aims to enhance kenvue's skin health and beauty segment

Starboard Value has taken a position in Kenvue, aiming to enhance revenue growth and margins in its underperforming Skin Health and Beauty segment. The activist investor advocates for a "marketing first" strategy, leveraging social media and celebrity partnerships to drive brand recognition and sales, as seen with Kenvue's recent Neutrogena Collagen Bank launch. Despite strong brand potential, Kenvue has struggled with organic growth, particularly in Skin Health and Beauty, which delivered only 1.8% growth compared to peers' 4.4%.
CNBC
Johnson & Johnson L'Oréal S.A. USA Ken Squire Hailee Steinfeld
Finance & Economy, Market Report
14:24 26.10.2024
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