Activism

topic on 1 show · 1 statements across 1 episodes

Capital Allocators

1 statements about Activism, every show

Wyden: Activist investing distracts from other portfolio holdings even when successful
“I look at companies where the reason why you own it is for activism, and I've found that that strategy, even when you win, distracts you materially from your other investments. There is a psychological cost to that, not just financial.”
Adam Wyden Sep 22, 2022 ▶ 23:01 Adam Wyden - ADW Capital (Manager Meetings, EP.37)

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