Tuesday, April 23, 2013
Jeffrey Ubben of ValueAct Capital on CNBC
Jeffrey Ubben the head of ValueAct Capital was on CNBC yesterday being interviewed about his presence at the 4th Annual Active-Passive Investor Summit. At the conference he disclosed that his firm had taken a $2B stake in Miscrosoft (NASDAQ: MSFT). In the video Jeffrey walks through his firms strategy of how they are long-term activists effectively partnering with their companies to create value over the long-term. He talks through his brief thesis on Motorola Solutions (NYSE: MSI) and how he thinks there is a 5-year opportunity to compound at 20%.
Additionally, here is when CNBC breaks ValueAct's $2B position: