Investment idea generation.

Blog

Our thoughts.

Posts tagged Activist investor
The Corp Gov Camel Tramples Investors

It’s one thing for principals (investors) to guide (or force) agents (management) to do certain things, like put shareholder interests ahead of executive interests. When we read the Commonsense Corporate Governance Principles, we rather expected all manner of specific ideas about how, exactly, shareholders and executives should do that. So, as we noted last week, we saw a little of that, and not nearly enough.

Read More
Activist Investing Has A Size Problem

Activist investing is no longer a dirty word. The financial crisis was a huge stimulus for cleaning up the public perception of activist hedge funds.

Hedge funds ran by investors like Carl Icahn and Daniel Loeb quickly became heroes as the housing crisis brought to light a gambit of company executives mismanaging their own companies. Finally, minority shareholders felt like they had a much-needed voice.

Read More