Below are notes from the 20 value investing congress in new york from both days. This presentation is not a commitment or firm offer and does not obligate us to enter into such a commitment, nor are we acting as a fiduciary to you. The individuals who are the leaders in an organization, regarded collectively. This presentation is for bcom 308 and will be preformed on dec. This is the one stop site for getting to all related content on microsoft dynamics ax 2012 for retail. Qsii is a software company focused in the development and marketing of practice management for medical and dental group practices and hospitals throughout the us.
Ubben is a director of willis group holdings, a former chairman and director of martha stewart living, a former director of acxiom, catalina marketing, and many other. The answer is that powerpoint used to be the most simple presentation software. The term open source merely indicates that the source code for a particular software is free, not that the data created by the software is freely available. Click the links below for each speakers presentation. Skilled in gotomarket strategy, it strategy, professional services, software as a service saas.
Valueact capital has sold a quarter of its position in microsoft as the jeff ubben run activist hedge fund tries to keep the software giant a manageable piece of its overall portfolio. Jeffrey ubbens hedge fund is the big microsoft winner forbes. Jeffrey ubben is the founder of valueact capital and he has served as the chief executive officer and chief investment officer of the company since 2000. Ability to store documents indefinitely vs limited archive storage. San francisco activist firms turn tables on wall street. Valueact capital management founder and ceo jeffrey ubben, left, and president. The stake was confirmed by valueact ceo jeffrey ubben at an. Jeff will be making a presentation on monday in new york city at the. View jeffrey coxs profile on linkedin, the worlds largest professional community.
First quarter report 20 we report on the investment activities in valueact capital master fund, l. Jeff ubben is a founder, ceo and cio of valueact capital. There are fees associated with local servers, and costs for external hard drives. Tech support scams are an industrywide issue where scammers trick you into paying for unnecessary technical support services.
Years of catering to every computer maker on every version of windows, every industry and every profession have left it overloaded with features, buttons and options. Valueact capital acquires more microsoft shares market folly. The big software company and its longtime ceo, steve ballmer. Portions of content provided by tivo corporation 2020 tivo corporation whats new. Turn any surface into a touch screen with ubi interactive. Jeff ubben vic presentation on microsoft activism valuewalk. Jeff ubben trades, portfolio started his own firm in 2000, after more than a dozen years working for fidelity investments and blum capital. Morfit, who is the board member of valeant, will serve as. Here you can find cntk and deep learning related presentations. Jeffrey ubbens hedge fund is the big microsoft winner.
Jeffrey ubben, the funds chief executive, has yet to disclose his plans. Microsoft finds favour with highfields during third. Mason morfit on valueacts approach and microsoft market folly. When a lowprofile activist investor gained a board seat at microsoft corp. Brilliant business presentation software that isnt powerpoint. Ubben is regarded as one of the most influential activist investors, having taken aim at citigroup, microsoft and others. Explain what risks the company could face in entering the market in mexico. Prior to founding valueact capital in 2000, ubben was a managing partner at blum capital partners for over five years. Jeff ubbens hedge fund firm valueact capital has filed a form 4 with the sec regarding their stake in microsoft msft. Powerpoint alternative the best presentation software. Because the solution is so affordable, people from a wide range of industries have found useful applications for the ubi software. Ubben is the founder, ceo and chief investment officer of valueact. Nearly one year ago, jeffrey ubben showed up at a new york investment. Thank you for visiting dynamics retail and commerce resource center.
Until relatively recently if you wanted to create a presentation there would have been few tools to choose from and microsoft powerpoint would most likely have been your first choice. Today, microsoft is following a turnaround plan it learned from adobe adbe, which responded to prodding from valueact capital, led by activist investor jeffrey ubben. If you follow microsoft at all, youre going to be hearing a lot about jeffrey ubben. Valueact still believes strongly in microsoft corporation. Microsoft groove presentation by jeff bursik on prezi. The devices microsoft showed also served a bigger corporate agenda illustrating the possibilities of windows 10, a new microsoft operating system designed to run nearly any device. Large investors quietly back campaigns to force change at u.
Presentations cognitive toolkit cntk microsoft docs. Viewing ms producer presentations on windows 8 microsoft. Ive been watching a webbased presentation, made with ms producer, on my computer running on windows 7. His approach to activist investing set him apart from most other activistshe believed, and believes, that carrots work better than sticks when trying to turn around undervalued companies. Microsoft could, as activist investor jeffrey ubben of san franciscobased valueact is demanding, abandon windowphones, its bing search operation. With that i mean that the moment i start it up in ie, cause other browsers wont work and play the presentation. Current challenges working without a cloudbased productivity suite makes it difficult for remote employees to have a onestop place for access. But he did say that the worlds largest software company should. Sayan pathak presented scalable deep learning with microsoft cognitive toolkit.
Valueact capital management founder and ceo jeffrey ubben, left, and president mason morfit have sought support from mutual funds in their efforts to force change at big companies. Large investors quietly back campaigns to force change at. Jeffrey ubben s hedge fund is the big microsoft winner. Ubbens valueact capital buys into bp on carboncutting. The stake was confirmed by valueact ceo jeffrey ubben at an investor conference in new york, after being first reported by cnbc television. Valueact hedge funds huge microsoft victory forbes. Bullet charts were developed to overcome the fundamental issues of gauges and meters. Microsoft was also recently pitched as a long investment by lone pine. See the complete profile on linkedin and discover jeffreys. Wall street hedge funds have been going after bay area tech firms lately, most notably with apple, ebay and yahoo catching the eye of activist investors like carl icahn and starboard value. The bullet chart features a single, primary measure for example, current yeartodate revenue, compares that measure to one or more other measures to enrich its meaning for example. The company founded in 1974, initially provided information systems to dental group practices and later expanded its focus to include medical practices in the.
Meet jesse cohn, the 33yearold hedge fund investor. File new presentation was written to give you the tools and techniques to avoid these pitfalls, and dramatically increase your presentation skills. In a form 4 filing with the sec yesterday, jeffrey ubbens valueact capital disclosed seven purchases of microsoft corporation nasdaq. The evolution of the active value investment style. Continuing with their mobile first cloud first vision, this product works across platforms including the web. All morfit and his partners at valueact like jeffrey ubben had to do was. Valueacts jeffrey ubben is up 20% this year, and microsoft isnt even its biggest success. Microsoft video to language challenge 43 17 2 2 2 2 1 1 china 2 1 1 us finland japan taiwan korea portugal israel australia greece canada india. The guy who cracked microsofts board explains what he does by todd bishop on september 2, 20 at 12. You can help protect yourself from scammers by verifying that the contact is a microsoft agent or microsoft employee and that the phone number is an official microsoft global customer service number. Microsoft very aggressive with office365, azure, and other cloud offerings even for customers with no cloud strategy.
Why valueact capital eliminates position in micros. Office applications, such as word, outlook and powerpoint, and also one for apple computers. But his microsoft presentation talked me out of it. How had a shareholder with less than 1% of the software giants stock. Valueact capital exited a position in micros systems inc. Bullet chart serves as a replacement for dashboard gauges and meters. Sometimes ill mannered, speculative and wrong, activists are rampant.
But he has a history of investing in companies and shaking things up, which has been followed by the departures of ceos. By accepting this presentation, subject to applicable law or regulation, you agree to keep confidential the information contained herein and the existence of and proposed terms for any transaction. While powerpoint remains a strong contender, sometimes you want to expand your creativity beyond. These skills go well beyond just creating a slide deck, and include understanding your audience, planning the structure of your talk, rehearsing, delivering demos, preparation, and improving. Experienced owner with a demonstrated history of working in the computer software industry. Ubbens valueact capital management lp has tapped mason morfit, 41 years old, to serve as the firms chief investment officer, entrusting him with the final. Starboard released a 300page powerpoint presentation that. Jeff lumpkin vice president customer advisory kensci. Msft stock between february 2 and february 4, totaling. Jeff is speaking live from the 9th annual value investing congress. Other shareholders were urging it to increase its dividend and shed noncore businesses. Long willis group wsh jeffrey smith starboard value.
Platinum sponsor microsoft investment challenges microsoft 2015 product releases makes good argument for nonrenewal but many product rights needed for mobility and virtualization requires active software assurance. Navigate to the web portal folder that contains your report, and then view the report. Jeffrey ubben, a lanky and tan san franciscobased hedge fund manager, seemed out of place. O, according to valueacts chief executive, helping microsoft shares climb to. When i tried to watch it on my small school laptop, wich is running on w8, it doesnt seem to work quite as it should.
Brilliant business presentation software that isnt. He believed it was his most powerful sales tool using keynote is like having a professional graphics department to create your slides, this is the application to use when your presentation really counts. Shares of microsoft have risen by nearly 40% since ubben s position in microsoft became. Activist funds an investor calls briefing the economist. Valueacts ceo jeffrey ubben at a conference said microsofts stock was undervalued. The bankers and lawyers who defend boardrooms against activists have. Uben discusses in detail their investment process and the different configurations of governance that he typically bumps into. Ubbens presentation is called attracted to global risk. Jonathon jacobsons highfields capital raised its stake in microsoft sixfold during the third quarter to 31 million shares, a regulatory filing shows. Today, microsoft has announced a new presentation tool for office called sway. The hardware side of microsoft unveils a pile of new. Hedge fund shaking up microsoft is a kinder, gentler barbarian. Sayan pathak presented deep learning with cognitive toolkit.