Investment idea generation.


Our thoughts.

Another activist goes platform

This is a condensed version of an article we sent to Activist Strategy subscribers last week - the platform market is hot right now. Recall that Bill Ackman preached about the benefits of platform companies at Sohn a couple months ago. A couple weeks ago an underrated activist took the platform company route. 

The goal being to seek acquisitions of underperformers and leverage expertise in activism to turn companies around. Both private and public companies are on the table. 

Read the full piece by signing up for Activist Strategy or requesting a free two week trial -