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BUZZING· 75%59m·2026-02-17·Money
BUZZING· 75%59m·2026-02-17·MoneyMason Morfit: New Technology is Terrifying, But Incumbents Can Win AI Race
The Master Investor Podcast with Wilfred Frost · 42
Mason Morfit is the co-CEO and CIO of ValueAct Capital and in this incredibly rare extended interview he outlines the unique investment approach that defines ValueAct - “quiet” but highly engaged activism, using long-term partnerships with management teams to transform great but drifting companies like Microsoft in…
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