We like that Fanuc is investing and expanding capacity, but we take great issue with the inefficient balance sheet. Daniel Loeb More Quotes by Daniel Loeb More Quotes From Daniel Loeb Nestle's insular, complacent, and bureaucratic organization is overly complex, lethargic, and misses too many trends. Daniel Loeb business I think the willingness of a number of corporations to cut costs and return capital, and improve and sharpen their strategy and focus on the things they are good at, create a very good backdrop for investors like us, sometimes there are opportunities for us to help the process along a little bit, like we did with Sony and Fanuc. Daniel Loeb mergers-acquisitions At this valuation we're happy to continue holding. Daniel Loeb business Yum is not an activist play from our perspective. Daniel Loeb money Suffice it to say we don't put $1 billion to work without (seeing a lot of upside). Daniel Loeb money I don't know anyone who has gotten rich by betting against China and I don't expect that to happen. Daniel Loeb money The capacity expansions should not be thought of as an alternative to solving the blatant capital inefficiency of Fanuc. Daniel Loeb company-news
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